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 | $43,854 | $73,867-40.6% | $143,757-69.5% | $68,494-36.0% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -20.99% | 1.01%-22.0pp | -0.04%-20.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,727 | $3,184-45.7% | $4,951-65.1% | $2,596-33.5% |
| Participant deferral / active EE | $3,798 | $3,384+12.2% | $5,637-32.6% | $4,027-5.7% |
| Admin fee / account holder | $4,348 | $5,755-24.4% | $14,673-70.4% | $5,403-19.5% |