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 | $38,596 | $56,357-31.5% | $104,294-63.0% | $68,494-43.7% |
| Participation rate | 90.3% | 63.3%+27.1pp | 73.3%+17.1pp | 67.9%+22.4pp |
| Annual return | -19.95% | -9.19%-10.8pp | 24.61%-44.6pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,512 | $1,960-22.8% | $3,372-55.1% | $2,596-41.8% |
| Participant deferral / active EE | $3,471 | $3,077+12.8% | $4,625-24.9% | $4,027-13.8% |
| Admin fee / account holder | $4,372 | $4,903-10.8% | $7,339-40.4% | $5,403-19.1% |