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 | $28,841 | $69,010-58.2% | $159,960-82.0% | $68,494-57.9% |
| Participation rate | 75.8% | 65.4%+10.3pp | 78.0%-2.2pp | 67.9%+7.9pp |
| Annual return | -21.75% | -9.65%-12.1pp | 408.60%-430.4pp | -7.84%-13.9pp |
| Employer contribution / active EE | $1,478 | $2,213-33.2% | $4,226-65.0% | $2,596-43.1% |
| Participant deferral / active EE | $2,998 | $4,212-28.8% | $6,182-51.5% | $4,027-25.6% |
| Admin fee / account holder | $808 | $4,798-83.2% | $8,698-90.7% | $5,403-85.0% |