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 | $34,602 | $73,867-53.2% | $143,757-75.9% | $68,494-49.5% |
| Participation rate | 76.5% | 66.7%+9.8pp | 80.3%-3.8pp | 67.9%+8.6pp |
| Annual return | -22.18% | 1.01%-23.2pp | -0.04%-22.1pp | -7.84%-14.3pp |
| Employer contribution / active EE | $683 | $3,184-78.5% | $4,951-86.2% | $2,596-73.7% |
| Participant deferral / active EE | $1,466 | $3,384-56.7% | $5,637-74.0% | $4,027-63.6% |
| Admin fee / account holder | $620 | $5,755-89.2% | $14,673-95.8% | $5,403-88.5% |