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 | $33,364 | $49,177-32.2% | $79,464-58.0% | $64,186-48.0% |
| Participation rate | 83.3% | 65.0%+18.3pp | 73.3%+10.0pp | 69.6%+13.8pp |
| Annual return | -9.32% | -1.16%-8.2pp | 718.14%-727.5pp | 7.63%-17.0pp |
| Employer contribution / active EE | $1,784 | $2,076-14.1% | $2,800-36.3% | $2,381-25.1% |
| Participant deferral / active EE | $1,842 | $2,821-34.7% | $3,704-50.3% | $3,470-46.9% |
| Admin fee / account holder | $649 | $3,839-83.1% | $5,113-87.3% | $4,888-86.7% |