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 | $27,706 | $81,900-66.2% | $119,609-76.8% | $68,494-59.5% |
| Participation rate | 71.9% | 71.9%0pp | 79.3%-7.4pp | 67.9%+4.0pp |
| Annual return | -24.25% | -23.82%-0.4pp | -14.97%-9.3pp | -7.84%-16.4pp |
| Employer contribution / active EE | $1,165 | $2,693-56.7% | $4,232-72.5% | $2,596-55.1% |
| Participant deferral / active EE | $5,783 | $4,148+39.4% | $5,602+3.2% | $4,027+43.6% |
| Admin fee / account holder | $493 | $6,582-92.5% | $10,323-95.2% | $5,403-90.9% |