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 | $56,999 | $59,805-4.7% | $79,550-28.3% | $68,494-16.8% |
| Participation rate | 76.9% | 61.1%+15.9pp | 69.5%+7.4pp | 67.9%+9.0pp |
| Annual return | -25.08% | -12.30%-12.8pp | 0.16%-25.2pp | -7.84%-17.2pp |
| Employer contribution / active EE | $1,643 | $1,505+9.1% | $2,413-31.9% | $2,596-36.7% |
| Participant deferral / active EE | $2,215 | $3,024-26.8% | $3,985-44.4% | $4,027-45.0% |
| Admin fee / account holder | $1,048 | $4,835-78.3% | $6,832-84.7% | $5,403-80.6% |