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 | $39,025 | $107,791-63.8% | $90,645-56.9% | $135,375-71.2% |
| Participation rate | 81.0% | 78.0%+2.9pp | 74.0%+6.9pp | 82.6%-1.7pp |
| Annual return | -12.03% | -0.90%-11.1pp | 1.88%-13.9pp | 519.73%-531.8pp |
| Employer contribution / active EE | $2,473 | $3,018-18.0% | $2,532-2.3% | $4,779-48.2% |
| Participant deferral / active EE | $3,660 | $3,872-5.5% | $3,425+6.9% | $5,609-34.8% |
| Admin fee / account holder | $852 | $5,930-85.6% | $4,994-82.9% | $10,827-92.1% |