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 | $50,860 | $167,307-69.6% | $143,757-64.6% | $134,475-62.2% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -20.49% | 0.46%-20.9pp | -0.04%-20.4pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,741 | $5,619-69.0% | $4,951-64.8% | $4,740-63.3% |
| Participant deferral / active EE | $10,281 | $6,446+59.5% | $5,637+82.4% | $6,400+60.7% |
| Admin fee / account holder | $3,555 | $18,088-80.3% | $14,673-75.8% | $11,426-68.9% |