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 | $25,519 | $64,707-60.6% | $112,228-77.3% | $68,494-62.7% |
| Participation rate | 77.8% | 67.2%+10.6pp | 75.1%+2.7pp | 67.9%+9.9pp |
| Annual return | -28.14% | -11.40%-16.7pp | 27.45%-55.6pp | -7.84%-20.3pp |
| Employer contribution / active EE | $1,913 | $2,746-30.3% | $3,635-47.4% | $2,596-26.3% |
| Participant deferral / active EE | $5,282 | $3,565+48.2% | $4,728+11.7% | $4,027+31.1% |
| Admin fee / account holder | $1,488 | $5,232-71.6% | $6,410-76.8% | $5,403-72.5% |