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 | $48,772 | $95,762-49.1% | $379,746-87.2% | $79,858-38.9% |
| Participation rate | 96.9% | 74.0%+22.9pp | 78.4%+18.5pp | 69.6%+27.3pp |
| Annual return | -11.07% | 18.26%-29.3pp | 34.90%-46.0pp | 31.71%-42.8pp |
| Employer contribution / active EE | $3,077 | $2,695+14.2% | $3,540-13.1% | $2,471+24.5% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $6,024-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,657 | $6,745-60.6% | $7,927-66.5% | $5,306-49.9% |