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 | $20,896 | $49,177-57.5% | $79,464-73.7% | $64,186-67.4% |
| Participation rate | 72.3% | 65.0%+7.3pp | 73.3%-1.0pp | 69.6%+2.8pp |
| Annual return | -9.22% | -1.16%-8.1pp | 718.14%-727.4pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,013 | $2,076-51.2% | $2,800-63.8% | $2,381-57.4% |
| Participant deferral / active EE | $1,575 | $2,821-44.2% | $3,704-57.5% | $3,470-54.6% |
| Admin fee / account holder | $2,404 | $3,839-37.4% | $5,113-53.0% | $4,888-50.8% |