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 | $47,919 | $54,350-11.8% | $82,719-42.1% | $68,494-30.0% |
| Participation rate | 72.0% | 63.9%+8.1pp | 72.6%-0.6pp | 67.9%+4.1pp |
| Annual return | -21.32% | -13.67%-7.6pp | 701.18%-722.5pp | -7.84%-13.5pp |
| Employer contribution / active EE | $978 | $2,218-55.9% | $3,009-67.5% | $2,596-62.3% |
| Participant deferral / active EE | $2,686 | $3,246-17.3% | $4,395-38.9% | $4,027-33.3% |
| Admin fee / account holder | $920 | $4,395-79.1% | $5,329-82.7% | $5,403-83.0% |