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 | $21,473 | $107,791-80.1% | $90,645-76.3% | $135,375-84.1% |
| Participation rate | 85.7% | 78.0%+7.7pp | 74.0%+11.7pp | 82.6%+3.1pp |
| Annual return | -12.14% | -0.90%-11.2pp | 1.88%-14.0pp | 519.73%-531.9pp |
| Employer contribution / active EE | $1,350 | $3,018-55.3% | $2,532-46.7% | $4,779-71.8% |
| Participant deferral / active EE | $5,665 | $3,872+46.3% | $3,425+65.4% | $5,609+1.0% |
| Admin fee / account holder | $1,433 | $5,930-75.8% | $4,994-71.3% | $10,827-86.8% |