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 | $35,136 | $59,107-40.6% | $86,436-59.3% | $68,494-48.7% |
| Participation rate | 74.4% | 75.2%-0.8pp | 80.3%-5.9pp | 67.9%+6.5pp |
| Annual return | -19.53% | -0.23%-19.3pp | 4394.89%-4414.4pp | -7.84%-11.7pp |
| Employer contribution / active EE | $644 | $2,519-74.4% | $3,769-82.9% | $2,596-75.2% |
| Participant deferral / active EE | $3,342 | $5,901-43.4% | $6,952-51.9% | $4,027-17.0% |
| Admin fee / account holder | $2,632 | $5,637-53.3% | $6,731-60.9% | $5,403-51.3% |