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 | $48,104 | $81,900-41.3% | $119,609-59.8% | $68,494-29.8% |
| Participation rate | 80.8% | 71.9%+8.9pp | 79.3%+1.5pp | 67.9%+12.9pp |
| Annual return | -19.42% | -23.82%+4.4pp | -14.97%-4.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $3,023 | $2,693+12.2% | $4,232-28.6% | $2,596+16.4% |
| Participant deferral / active EE | $6,585 | $4,148+58.8% | $5,602+17.5% | $4,027+63.5% |
| Admin fee / account holder | $5,049 | $6,582-23.3% | $10,323-51.1% | $5,403-6.5% |