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 | $32,713 | $57,354-43.0% | $83,848-61.0% | $64,186-49.0% |
| Participation rate | 93.1% | 68.6%+24.5pp | 76.1%+17.0pp | 69.6%+23.5pp |
| Annual return | -15.54% | 11.38%-26.9pp | 850.88%-866.4pp | 7.63%-23.2pp |
| Employer contribution / active EE | $6,020 | $2,545+136.5% | $3,631+65.8% | $2,381+152.9% |
| Participant deferral / active EE | $5,510 | $2,993+84.1% | $4,082+35.0% | $3,470+58.8% |
| Admin fee / account holder | $910 | $4,046-77.5% | $5,478-83.4% | $4,888-81.4% |