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 | $30,487 | $71,883-57.6% | $86,677-64.8% | $68,494-55.5% |
| Participation rate | 75.0% | 72.2%+2.8pp | 76.6%-1.6pp | 67.9%+7.1pp |
| Annual return | -42.12% | 3.52%-45.6pp | 35.91%-78.0pp | -7.84%-34.3pp |
| Employer contribution / active EE | $2,418 | $2,173+11.3% | $2,836-14.8% | $2,596-6.9% |
| Participant deferral / active EE | $4,570 | $3,779+20.9% | $4,656-1.8% | $4,027+13.5% |
| Admin fee / account holder | $5,011 | $6,112-18.0% | $7,493-33.1% | $5,403-7.3% |