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 | $55,838 | $95,416-41.5% | $185,823-70.0% | $85,850-35.0% |
| Participation rate | 87.9% | 68.8%+19.1pp | 81.7%+6.2pp | 69.3%+18.6pp |
| Annual return | -15.51% | 23.59%-39.1pp | 122.05%-137.6pp | 318.53%-334.0pp |
| Employer contribution / active EE | $1,118 | $3,314-66.3% | $5,167-78.4% | $2,565-56.4% |
| Participant deferral / active EE | $2,615 | $3,423-23.6% | $5,568-53.0% | $3,952-33.8% |
| Admin fee / account holder | $747 | $7,213-89.6% | $16,237-95.4% | $6,260-88.1% |