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 | $24,991 | $59,805-58.2% | $79,550-68.6% | $68,494-63.5% |
| Participation rate | 72.4% | 61.1%+11.3pp | 69.5%+2.9pp | 67.9%+4.5pp |
| Annual return | -24.37% | -12.30%-12.1pp | 0.16%-24.5pp | -7.84%-16.5pp |
| Employer contribution / active EE | $1,182 | $1,505-21.4% | $2,413-51.0% | $2,596-54.5% |
| Participant deferral / active EE | $1,773 | $3,024-41.4% | $3,985-55.5% | $4,027-56.0% |
| Admin fee / account holder | $2,633 | $4,835-45.5% | $6,832-61.5% | $5,403-51.3% |