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 | $48,158 | $95,862-49.8% | $79,550-39.5% | $134,475-64.2% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -21.17% | -2.69%-18.5pp | 0.16%-21.3pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,382 | $3,128-55.8% | $2,413-42.7% | $4,740-70.8% |
| Participant deferral / active EE | $1,728 | $4,693-63.2% | $3,985-56.6% | $6,400-73.0% |
| Admin fee / account holder | $441 | $9,126-95.2% | $6,832-93.5% | $11,426-96.1% |