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 | $59,987 | $105,860-43.3% | $90,749-33.9% | $134,475-55.4% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -20.63% | -11.01%-9.6pp | -12.16%-8.5pp | 417.96%-438.6pp |
| Employer contribution / active EE | $787 | $3,462-77.3% | $2,921-73.1% | $4,740-83.4% |
| Participant deferral / active EE | $8,774 | $5,216+68.2% | $4,564+92.2% | $6,400+37.1% |
| Admin fee / account holder | $4,770 | $13,938-65.8% | $8,445-43.5% | $11,426-58.3% |