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 | $63,648 | $73,867-13.8% | $143,757-55.7% | $68,494-7.1% |
| Participation rate | 72.4% | 66.7%+5.8pp | 80.3%-7.9pp | 67.9%+4.5pp |
| Annual return | -19.51% | 1.01%-20.5pp | -0.04%-19.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,288 | $3,184-28.1% | $4,951-53.8% | $2,596-11.9% |
| Participant deferral / active EE | $4,017 | $3,384+18.7% | $5,637-28.7% | $4,027-0.2% |
| Admin fee / account holder | $721 | $5,755-87.5% | $14,673-95.1% | $5,403-86.7% |