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 | $39,570 | $42,894-7.7% | $60,874-35.0% | $68,494-42.2% |
| Participation rate | 70.0% | 66.8%+3.2pp | 73.1%-3.1pp | 67.9%+2.1pp |
| Annual return | -19.27% | -13.98%-5.3pp | 16.90%-36.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,058 | $1,978-46.5% | $2,701-60.8% | $2,596-59.2% |
| Participant deferral / active EE | $2,903 | $2,867+1.3% | $3,817-23.9% | $4,027-27.9% |
| Admin fee / account holder | $7,364 | $3,101+137.5% | $3,224+128.4% | $5,403+36.3% |