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 | $36,890 | $71,883-48.7% | $86,677-57.4% | $68,494-46.1% |
| Participation rate | 73.3% | 72.2%+1.1pp | 76.6%-3.2pp | 67.9%+5.4pp |
| Annual return | -20.63% | 3.52%-24.2pp | 35.91%-56.5pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,941 | $2,173-10.7% | $2,836-31.6% | $2,596-25.3% |
| Participant deferral / active EE | $4,021 | $3,779+6.4% | $4,656-13.6% | $4,027-0.2% |
| Admin fee / account holder | $1,241 | $6,112-79.7% | $7,493-83.4% | $5,403-77.0% |