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 | $33,254 | $59,805-44.4% | $79,550-58.2% | $68,494-51.5% |
| Participation rate | 78.9% | 61.1%+17.9pp | 69.5%+9.5pp | 67.9%+11.1pp |
| Annual return | -21.57% | -12.30%-9.3pp | 0.16%-21.7pp | -7.84%-13.7pp |
| Employer contribution / active EE | $1,553 | $1,505+3.2% | $2,413-35.7% | $2,596-40.2% |
| Participant deferral / active EE | $2,045 | $3,024-32.4% | $3,985-48.7% | $4,027-49.2% |
| Admin fee / account holder | $2,929 | $4,835-39.4% | $6,832-57.1% | $5,403-45.8% |