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 6-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 | $38,078 | $110,094-65.4% | $151,611-74.9% | $68,494-44.4% |
| Participation rate | 77.1% | 84.0%-6.8pp | 87.5%-10.4pp | 67.9%+9.3pp |
| Annual return | -20.64% | -10.12%-10.5pp | 3.33%-24.0pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,397 | $4,471-68.7% | $6,166-77.3% | $2,596-46.2% |
| Participant deferral / active EE | $4,091 | $6,527-37.3% | $8,363-51.1% | $4,027+1.6% |
| Admin fee / account holder | $577 | $7,719-92.5% | $11,616-95.0% | $5,403-89.3% |