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 | $46,215 | $54,350-15.0% | $82,719-44.1% | $68,494-32.5% |
| Participation rate | 73.2% | 63.9%+9.3pp | 72.6%+0.6pp | 67.9%+5.3pp |
| Annual return | -22.21% | -13.67%-8.5pp | 701.18%-723.4pp | -7.84%-14.4pp |
| Employer contribution / active EE | $1,957 | $2,218-11.8% | $3,009-35.0% | $2,596-24.6% |
| Participant deferral / active EE | $4,886 | $3,246+50.5% | $4,395+11.2% | $4,027+21.3% |
| Admin fee / account holder | $2,129 | $4,395-51.6% | $5,329-60.0% | $5,403-60.6% |