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 | $35,340 | $83,337-57.6% | $67,834-47.9% | $273,961-87.1% |
| Participation rate | 78.6% | 76.4%+2.1pp | 68.8%+9.8pp | 83.0%-4.4pp |
| Annual return | -1.61% | 259.45%-261.1pp | 138.47%-140.1pp | 41.45%-43.1pp |
| Employer contribution / active EE | $1,426 | $3,287-56.6% | $2,403-40.7% | $4,869-70.7% |
| Participant deferral / active EE | $1,907 | $4,088-53.4% | $3,160-39.7% | $5,287-63.9% |
| Admin fee / account holder | $4,274 | $6,752-36.7% | $4,622-7.5% | $10,132-57.8% |