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 | $45,282 | $73,867-38.7% | $143,757-68.5% | $68,494-33.9% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -20.51% | 1.01%-21.5pp | -0.04%-20.5pp | -7.84%-12.7pp |
| Employer contribution / active EE | $2,288 | $3,184-28.1% | $4,951-53.8% | $2,596-11.9% |
| Participant deferral / active EE | $5,149 | $3,384+52.1% | $5,637-8.7% | $4,027+27.8% |
| Admin fee / account holder | $3,872 | $5,755-32.7% | $14,673-73.6% | $5,403-28.3% |