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 8-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 | $41,713 | $59,805-30.3% | $79,550-47.6% | $68,494-39.1% |
| Participation rate | 75.8% | 61.1%+14.7pp | 69.5%+6.3pp | 67.9%+7.9pp |
| Annual return | -19.61% | -12.30%-7.3pp | 0.16%-19.8pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,886 | $1,505+25.3% | $2,413-21.8% | $2,596-27.3% |
| Participant deferral / active EE | $6,696 | $3,024+121.4% | $3,985+68.0% | $4,027+66.3% |
| Admin fee / account holder | $3,217 | $4,835-33.5% | $6,832-52.9% | $5,403-40.5% |