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 | $57,169 | $64,707-11.6% | $112,228-49.1% | $68,494-16.5% |
| Participation rate | 72.0% | 67.2%+4.8pp | 75.1%-3.1pp | 67.9%+4.1pp |
| Annual return | -20.77% | -11.40%-9.4pp | 27.45%-48.2pp | -7.84%-12.9pp |
| Employer contribution / active EE | $2,267 | $2,746-17.4% | $3,635-37.6% | $2,596-12.7% |
| Participant deferral / active EE | $4,471 | $3,565+25.4% | $4,728-5.4% | $4,027+11.0% |
| Admin fee / account holder | $4,581 | $5,232-12.4% | $6,410-28.5% | $5,403-15.2% |