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 | $26,128 | $158,817-83.5% | $121,196-78.4% | $135,375-80.7% |
| Participation rate | 75.0% | 79.3%-4.3pp | 71.7%+3.3pp | 82.6%-7.6pp |
| Annual return | -10.75% | -0.64%-10.1pp | 16.93%-27.7pp | 519.73%-530.5pp |
| Employer contribution / active EE | $308 | $5,665-94.6% | $4,022-92.4% | $4,779-93.6% |
| Participant deferral / active EE | $6,375 | $4,005+59.2% | $3,344+90.6% | $5,609+13.7% |
| Admin fee / account holder | $480 | $6,512-92.6% | $5,019-90.4% | $10,827-95.6% |