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 | $68,286 | $127,100-46.3% | $105,738-35.4% | $135,375-49.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 76.3%+3.7pp | 82.6%-2.6pp |
| Annual return | -8.49% | 4.49%-13.0pp | 6.27%-14.8pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,959 | $4,107-52.3% | $3,268-40.1% | $4,779-59.0% |
| Participant deferral / active EE | $5,641 | $5,064+11.4% | $4,080+38.3% | $5,609+0.6% |
| Admin fee / account holder | $574 | $9,087-93.7% | $6,913-91.7% | $10,827-94.7% |