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 | $41,323 | $82,032-49.6% | $123,104-66.4% | $59,632-30.7% |
| Participation rate | 70.4% | 83.2%-12.8pp | 86.8%-16.4pp | 68.7%+1.7pp |
| Annual return | -2.48% | 5.12%-7.6pp | 13.22%-15.7pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $1,336 | $3,297-59.5% | $5,151-74.1% | $2,203-39.3% |
| Participant deferral / active EE | $2,746 | $4,667-41.2% | $6,230-55.9% | $3,192-14.0% |
| Admin fee / account holder | $1,635 | $5,881-72.2% | $9,015-81.9% | $4,297-62.0% |