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 | $57,197 | $167,307-65.8% | $143,757-60.2% | $134,475-57.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -22.88% | 0.46%-23.3pp | -0.04%-22.8pp | 417.96%-440.8pp |
| Employer contribution / active EE | $2,226 | $5,619-60.4% | $4,951-55.0% | $4,740-53.0% |
| Participant deferral / active EE | $5,195 | $6,446-19.4% | $5,637-7.8% | $6,400-18.8% |
| Admin fee / account holder | $23,979 | $18,088+32.6% | $14,673+63.4% | $11,426+109.9% |