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 | $44,475 | $59,186-24.9% | $76,768-42.1% | $56,287-21.0% |
| Participation rate | 81.3% | 75.2%+6.0pp | 77.0%+4.3pp | 69.9%+11.4pp |
| Annual return | -7.89% | 6.62%-14.5pp | 2.43%-10.3pp | -9.96%+2.1pp |
| Employer contribution / active EE | $1,396 | $1,759-20.6% | $2,485-43.8% | $2,111-33.9% |
| Participant deferral / active EE | $4,708 | $3,255+44.6% | $3,852+22.2% | $3,350+40.6% |
| Admin fee / account holder | $888 | $489+81.5% | $6,675-86.7% | $521+70.4% |