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 | $47,536 | $95,862-50.4% | $79,550-40.2% | $134,475-64.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -21.74% | -2.69%-19.1pp | 0.16%-21.9pp | 417.96%-439.7pp |
| Employer contribution / active EE | $1,745 | $3,128-44.2% | $2,413-27.7% | $4,740-63.2% |
| Participant deferral / active EE | $2,510 | $4,693-46.5% | $3,985-37.0% | $6,400-60.8% |
| Admin fee / account holder | $4,139 | $9,126-54.7% | $6,832-39.4% | $11,426-63.8% |