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 | $37,152 | $73,867-49.7% | $143,757-74.2% | $68,494-45.8% |
| Participation rate | 70.0% | 66.7%+3.3pp | 80.3%-10.3pp | 67.9%+2.1pp |
| Annual return | -20.91% | 1.01%-21.9pp | -0.04%-20.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,219 | $3,184-61.7% | $4,951-75.4% | $2,596-53.1% |
| Participant deferral / active EE | $1,658 | $3,384-51.0% | $5,637-70.6% | $4,027-58.8% |
| Admin fee / account holder | $1,400 | $5,755-75.7% | $14,673-90.5% | $5,403-74.1% |