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 | $28,260 | $107,791-73.8% | $90,645-68.8% | $135,375-79.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -11.21% | -0.90%-10.3pp | 1.88%-13.1pp | 519.73%-530.9pp |
| Employer contribution / active EE | $834 | $3,018-72.4% | $2,532-67.1% | $4,779-82.6% |
| Participant deferral / active EE | $1,484 | $3,872-61.7% | $3,425-56.7% | $5,609-73.5% |
| Admin fee / account holder | $432 | $5,930-92.7% | $4,994-91.3% | $10,827-96.0% |