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 9-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 | $33,897 | $59,805-43.3% | $79,550-57.4% | $68,494-50.5% |
| Participation rate | 94.5% | 61.1%+33.5pp | 69.5%+25.1pp | 67.9%+26.7pp |
| Annual return | -23.31% | -12.30%-11.0pp | 0.16%-23.5pp | -7.84%-15.5pp |
| Employer contribution / active EE | $1,694 | $1,505+12.6% | $2,413-29.8% | $2,596-34.7% |
| Participant deferral / active EE | $3,362 | $3,024+11.2% | $3,985-15.6% | $4,027-16.5% |
| Admin fee / account holder | $2,266 | $4,835-53.1% | $6,832-66.8% | $5,403-58.1% |