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 | $30,781 | $107,791-71.4% | $90,645-66.0% | $135,375-77.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -12.34% | -0.90%-11.4pp | 1.88%-14.2pp | 519.73%-532.1pp |
| Employer contribution / active EE | $353 | $3,018-88.3% | $2,532-86.0% | $4,779-92.6% |
| Participant deferral / active EE | $12,508 | $3,872+223.0% | $3,425+265.3% | $5,609+123.0% |
| Admin fee / account holder | $461 | $5,930-92.2% | $4,994-90.8% | $10,827-95.7% |