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 | $53,064 | $49,177+7.9% | $79,464-33.2% | $64,186-17.3% |
| Participation rate | 90.3% | 65.0%+25.3pp | 73.3%+17.0pp | 69.6%+20.8pp |
| Annual return | -10.20% | -1.16%-9.0pp | 718.14%-728.3pp | 7.63%-17.8pp |
| Employer contribution / active EE | $694 | $2,076-66.6% | $2,800-75.2% | $2,381-70.9% |
| Participant deferral / active EE | $6,055 | $2,821+114.6% | $3,704+63.5% | $3,470+74.5% |
| Admin fee / account holder | $328 | $3,839-91.5% | $5,113-93.6% | $4,888-93.3% |