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 | $39,310 | $211,958-81.5% | $169,463-76.8% | $135,375-71.0% |
| Participation rate | 88.9% | 82.6%+6.3pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -9.74% | 3.26%-13.0pp | 1.83%-11.6pp | 519.73%-529.5pp |
| Employer contribution / active EE | $2,939 | $5,120-42.6% | $4,159-29.3% | $4,779-38.5% |
| Participant deferral / active EE | $4,903 | $6,075-19.3% | $5,277-7.1% | $5,609-12.6% |
| Admin fee / account holder | $1,024 | $11,471-91.1% | $9,109-88.8% | $10,827-90.5% |