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 | $45,394 | $149,333-69.6% | $106,387-57.3% | $135,375-66.5% |
| Participation rate | 91.7% | 81.5%+10.2pp | 77.5%+14.2pp | 82.6%+9.0pp |
| Annual return | -10.49% | 0.52%-11.0pp | 0.25%-10.7pp | 519.73%-530.2pp |
| Employer contribution / active EE | $9,212 | $4,984+84.8% | $3,520+161.7% | $4,779+92.8% |
| Participant deferral / active EE | $4,576 | $7,230-36.7% | $5,421-15.6% | $5,609-18.4% |
| Admin fee / account holder | $368 | $15,952-97.7% | $7,510-95.1% | $10,827-96.6% |