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 | $54,501 | $110,261-50.6% | $95,745-43.1% | $139,434-60.9% |
| Participation rate | 80.0% | 75.8%+4.2pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | -7.17% | 27.11%-34.3pp | 28.35%-35.5pp | 372.94%-380.1pp |
| Employer contribution / active EE | $604 | $3,257-81.5% | $2,835-78.7% | $4,751-87.3% |
| Participant deferral / active EE | $2,559 | $4,676-45.3% | $4,245-39.7% | $6,710-61.9% |
| Admin fee / account holder | $936 | $6,613-85.8% | $5,678-83.5% | $11,403-91.8% |