See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,385 | $158,817-70.8% | $121,196-61.7% | $135,375-65.7% |
| Participation rate | 75.0% | 79.3%-4.3pp | 71.7%+3.3pp | 82.6%-7.6pp |
| Annual return | -14.33% | -0.64%-13.7pp | 16.93%-31.3pp | 519.73%-534.1pp |
| Employer contribution / active EE | $721 | $5,665-87.3% | $4,022-82.1% | $4,779-84.9% |
| Participant deferral / active EE | $10,625 | $4,005+165.3% | $3,344+217.7% | $5,609+89.4% |
| Admin fee / account holder | $555 | $6,512-91.5% | $5,019-88.9% | $10,827-94.9% |