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 | $37,466 | $77,899-51.9% | $149,673-75.0% | $75,163-50.2% |
| Participation rate | 82.8% | 65.6%+17.2pp | 78.8%+4.0pp | 67.2%+15.6pp |
| Annual return | -7.35% | 31.72%-39.1pp | 134.42%-141.8pp | 160.62%-168.0pp |
| Employer contribution / active EE | $2,326 | $3,137-25.9% | $4,818-51.7% | $2,670-12.9% |
| Participant deferral / active EE | $5,065 | $3,411+48.5% | $5,680-10.8% | $4,125+22.8% |
| Admin fee / account holder | $7,034 | $5,956+18.1% | $13,210-46.7% | $5,651+24.5% |