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 | $40,292 | $92,222-56.3% | $76,768-47.5% | $135,375-70.2% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -12.87% | 5.46%-18.3pp | 2.43%-15.3pp | 519.73%-532.6pp |
| Employer contribution / active EE | $3,911 | $3,216+21.6% | $2,485+57.4% | $4,779-18.2% |
| Participant deferral / active EE | $8,155 | $4,509+80.9% | $3,852+111.7% | $5,609+45.4% |
| Admin fee / account holder | $769 | $10,748-92.8% | $6,675-88.5% | $10,827-92.9% |