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 | $32,785 | $73,867-55.6% | $143,757-77.2% | $68,494-52.1% |
| Participation rate | 79.4% | 66.7%+12.7pp | 80.3%-0.9pp | 67.9%+11.5pp |
| Annual return | -21.23% | 1.01%-22.2pp | -0.04%-21.2pp | -7.84%-13.4pp |
| Employer contribution / active EE | $3,993 | $3,184+25.4% | $4,951-19.3% | $2,596+53.8% |
| Participant deferral / active EE | $2,521 | $3,384-25.5% | $5,637-55.3% | $4,027-37.4% |
| Admin fee / account holder | $1,569 | $5,755-72.7% | $14,673-89.3% | $5,403-71.0% |