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 | $65,722 | $82,664-20.5% | $125,339-47.6% | $68,494-4.0% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -24.66% | -5.97%-18.7pp | 572.05%-596.7pp | -7.84%-16.8pp |
| Employer contribution / active EE | $3,339 | $3,381-1.2% | $4,814-30.6% | $2,596+28.6% |
| Participant deferral / active EE | $8,388 | $6,110+37.3% | $7,446+12.7% | $4,027+108.3% |
| Admin fee / account holder | $358 | $6,275-94.3% | $10,010-96.4% | $5,403-93.4% |