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 | $102,462 | $175,600-41.7% | $129,110-20.6% | $134,475-23.8% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.3%+12.7pp | 81.2%+8.8pp |
| Annual return | -22.43% | -11.39%-11.0pp | -10.94%-11.5pp | 417.96%-440.4pp |
| Employer contribution / active EE | $2,090 | $6,355-67.1% | $5,052-58.6% | $4,740-55.9% |
| Participant deferral / active EE | $5,018 | $7,975-37.1% | $6,542-23.3% | $6,400-21.6% |
| Admin fee / account holder | $1,601 | $23,567-93.2% | $14,302-88.8% | $11,426-86.0% |