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 | $78,368 | $102,553-23.6% | $151,611-48.3% | $66,914+17.1% |
| Participation rate | 92.5% | 85.5%+6.9pp | 87.5%+5.0pp | 69.8%+22.6pp |
| Annual return | -18.46% | -10.82%-7.6pp | 3.33%-21.8pp | 1.58%-20.0pp |
| Employer contribution / active EE | $0 | $4,180-100.0% | $6,166-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,626 | $6,641-15.3% | $8,363-32.7% | $4,237+32.8% |
| Admin fee / account holder | $5,110 | $630+711.3% | $11,616-56.0% | $593+761.3% |