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 | $43,990 | $45,863-4.1% | $77,024-42.9% | $68,494-35.8% |
| Participation rate | 73.0% | 55.9%+17.1pp | 67.9%+5.1pp | 67.9%+5.1pp |
| Annual return | -21.40% | 1.72%-23.1pp | 42.32%-63.7pp | -7.84%-13.6pp |
| Employer contribution / active EE | $686 | $1,650-58.4% | $2,812-75.6% | $2,596-73.6% |
| Participant deferral / active EE | $2,873 | $2,962-3.0% | $4,426-35.1% | $4,027-28.7% |
| Admin fee / account holder | $1,228 | $3,041-59.6% | $5,425-77.4% | $5,403-77.3% |