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 | $34,815 | $57,354-39.3% | $83,848-58.5% | $64,186-45.8% |
| Participation rate | 86.0% | 68.6%+17.4pp | 76.1%+9.9pp | 69.6%+16.5pp |
| Annual return | -11.61% | 11.38%-23.0pp | 850.88%-862.5pp | 7.63%-19.2pp |
| Employer contribution / active EE | $3,433 | $2,545+34.9% | $3,631-5.4% | $2,381+44.2% |
| Participant deferral / active EE | $6,357 | $2,993+112.4% | $4,082+55.8% | $3,470+83.2% |
| Admin fee / account holder | $1,854 | $4,046-54.2% | $5,478-66.2% | $4,888-62.1% |