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 | $27,303 | $54,229-49.7% | $70,092-61.0% | $68,494-60.1% |
| Participation rate | 73.3% | 64.5%+8.8pp | 70.5%+2.9pp | 67.9%+5.4pp |
| Annual return | -20.94% | -13.87%-7.1pp | 190.73%-211.7pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,910 | $2,018-5.4% | $2,559-25.4% | $2,596-26.4% |
| Participant deferral / active EE | $3,022 | $2,956+2.3% | $3,849-21.5% | $4,027-24.9% |
| Admin fee / account holder | $2,111 | $4,694-55.0% | $6,267-66.3% | $5,403-60.9% |