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 | $28,091 | $59,805-53.0% | $79,550-64.7% | $68,494-59.0% |
| Participation rate | 92.0% | 61.1%+30.9pp | 69.5%+22.5pp | 67.9%+24.1pp |
| Annual return | -23.14% | -12.30%-10.8pp | 0.16%-23.3pp | -7.84%-15.3pp |
| Employer contribution / active EE | $2,399 | $1,505+59.4% | $2,413-0.6% | $2,596-7.6% |
| Participant deferral / active EE | $5,868 | $3,024+94.0% | $3,985+47.2% | $4,027+45.7% |
| Admin fee / account holder | $686 | $4,835-85.8% | $6,832-90.0% | $5,403-87.3% |