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 | $52,554 | $91,190-42.4% | $178,490-70.6% | $79,858-34.2% |
| Participation rate | 73.2% | 69.2%+4.0pp | 81.9%-8.8pp | 69.6%+3.5pp |
| Annual return | -12.13% | 24.19%-36.3pp | 151.07%-163.2pp | 31.71%-43.8pp |
| Employer contribution / active EE | $2,202 | $3,256-32.4% | $5,011-56.1% | $2,471-10.9% |
| Participant deferral / active EE | $4,118 | $3,236+27.2% | $5,202-20.8% | $3,740+10.1% |
| Admin fee / account holder | $4,509 | $6,751-33.2% | $13,984-67.8% | $5,306-15.0% |