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 | $39,441 | $72,492-45.6% | $87,100-54.7% | $72,985-46.0% |
| Participation rate | 98.4% | 72.8%+25.6pp | 76.9%+21.5pp | 69.5%+28.9pp |
| Annual return | -11.24% | 24.46%-35.7pp | 28.19%-39.4pp | 81.00%-92.2pp |
| Employer contribution / active EE | $2,902 | $1,894+53.2% | $2,521+15.1% | $2,440+18.9% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,836 | $5,055-63.7% | $7,497-75.5% | $5,124-64.2% |