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 5-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 | $34,824 | $179,726-80.6% | $156,263-77.7% | $142,382-75.5% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | -3.61% | 77.86%-81.5pp | 59.47%-63.1pp | 217.08%-220.7pp |
| Employer contribution / active EE | $1,854 | $5,069-63.4% | $4,333-57.2% | $4,299-56.9% |
| Participant deferral / active EE | $4,642 | $6,956-33.3% | $6,158-24.6% | $6,507-28.7% |
| Admin fee / account holder | $329,778 | $17,272+1809.3% | $14,255+2213.5% | $12,624+2512.4% |