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 | $28,336 | $43,723-35.2% | $121,196-76.6% | $64,186-55.9% |
| Participation rate | 75.0% | 58.3%+16.7pp | 71.7%+3.3pp | 69.6%+5.4pp |
| Annual return | -9.13% | 68.91%-78.0pp | 16.93%-26.1pp | 7.63%-16.8pp |
| Employer contribution / active EE | $970 | $1,296-25.2% | $4,022-75.9% | $2,381-59.3% |
| Participant deferral / active EE | $2,722 | $2,280+19.4% | $3,344-18.6% | $3,470-21.6% |
| Admin fee / account holder | $2,145 | $3,501-38.7% | $5,019-57.3% | $4,888-56.1% |