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 | $41,933 | $73,867-43.2% | $143,757-70.8% | $68,494-38.8% |
| Participation rate | 73.1% | 66.7%+6.4pp | 80.3%-7.2pp | 67.9%+5.2pp |
| Annual return | -21.79% | 1.01%-22.8pp | -0.04%-21.7pp | -7.84%-13.9pp |
| Employer contribution / active EE | $2,480 | $3,184-22.1% | $4,951-49.9% | $2,596-4.5% |
| Participant deferral / active EE | $5,075 | $3,384+49.9% | $5,637-10.0% | $4,027+26.0% |
| Admin fee / account holder | $467 | $5,755-91.9% | $14,673-96.8% | $5,403-91.4% |