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 | $39,168 | $57,354-31.7% | $83,848-53.3% | $64,186-39.0% |
| Participation rate | 94.9% | 68.6%+26.3pp | 76.1%+18.8pp | 69.6%+25.3pp |
| Annual return | -9.72% | 11.38%-21.1pp | 850.88%-860.6pp | 7.63%-17.3pp |
| Employer contribution / active EE | $1,568 | $2,545-38.4% | $3,631-56.8% | $2,381-34.1% |
| Participant deferral / active EE | $3,795 | $2,993+26.8% | $4,082-7.0% | $3,470+9.4% |
| Admin fee / account holder | $2,382 | $4,046-41.1% | $5,478-56.5% | $4,888-51.3% |