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 7-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 | $37,751 | $71,883-47.5% | $86,677-56.4% | $68,494-44.9% |
| Participation rate | 70.5% | 72.2%-1.7pp | 76.6%-6.1pp | 67.9%+2.6pp |
| Annual return | -20.05% | 3.52%-23.6pp | 35.91%-56.0pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,364 | $2,173-37.2% | $2,836-51.9% | $2,596-47.5% |
| Participant deferral / active EE | $2,625 | $3,779-30.5% | $4,656-43.6% | $4,027-34.8% |
| Admin fee / account holder | $1,808 | $6,112-70.4% | $7,493-75.9% | $5,403-66.5% |