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 | $27,650 | $59,805-53.8% | $79,550-65.2% | $68,494-59.6% |
| Participation rate | 89.1% | 61.1%+28.1pp | 69.5%+19.6pp | 67.9%+21.2pp |
| Annual return | -20.30% | -12.30%-8.0pp | 0.16%-20.5pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,504 | $1,5050% | $2,413-37.7% | $2,596-42.1% |
| Participant deferral / active EE | $4,654 | $3,024+53.9% | $3,985+16.8% | $4,027+15.6% |
| Admin fee / account holder | $3,555 | $4,835-26.5% | $6,832-48.0% | $5,403-34.2% |