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 | $48,668 | $58,512-16.8% | $84,015-42.1% | $72,985-33.3% |
| Participation rate | 70.0% | 61.2%+8.8pp | 69.0%+1.0pp | 69.5%+0.5pp |
| Annual return | -31.47% | 28.93%-60.4pp | 71.31%-102.8pp | 81.00%-112.5pp |
| Employer contribution / active EE | $1,597 | $1,163+37.4% | $1,983-19.5% | $2,440-34.5% |
| Participant deferral / active EE | $2,511 | $2,394+4.9% | $3,239-22.5% | $3,607-30.4% |
| Admin fee / account holder | $4,538 | $4,569-0.7% | $6,101-25.6% | $5,124-11.4% |