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 | $30,816 | $73,867-58.3% | $143,757-78.6% | $68,494-55.0% |
| Participation rate | 77.8% | 66.7%+11.1pp | 80.3%-2.5pp | 67.9%+9.9pp |
| Annual return | -19.96% | 1.01%-21.0pp | -0.04%-19.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $2,069 | $3,184-35.0% | $4,951-58.2% | $2,596-20.3% |
| Participant deferral / active EE | $2,348 | $3,384-30.6% | $5,637-58.4% | $4,027-41.7% |
| Admin fee / account holder | $5,281 | $5,755-8.2% | $14,673-64.0% | $5,403-2.3% |