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 | $53,342 | $59,805-10.8% | $79,550-32.9% | $68,494-22.1% |
| Participation rate | 71.8% | 61.1%+10.7pp | 69.5%+2.3pp | 67.9%+3.9pp |
| Annual return | -21.01% | -12.30%-8.7pp | 0.16%-21.2pp | -7.84%-13.2pp |
| Employer contribution / active EE | $720 | $1,505-52.2% | $2,413-70.2% | $2,596-72.3% |
| Participant deferral / active EE | $6,044 | $3,024+99.8% | $3,985+51.7% | $4,027+50.1% |
| Admin fee / account holder | $6,358 | $4,835+31.5% | $6,832-6.9% | $5,403+17.7% |