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 | $50,128 | $73,867-32.1% | $143,757-65.1% | $68,494-26.8% |
| Participation rate | 71.1% | 66.7%+4.4pp | 80.3%-9.3pp | 67.9%+3.2pp |
| Annual return | -22.54% | 1.01%-23.6pp | -0.04%-22.5pp | -7.84%-14.7pp |
| Employer contribution / active EE | $1,135 | $3,184-64.3% | $4,951-77.1% | $2,596-56.3% |
| Participant deferral / active EE | $1,930 | $3,384-43.0% | $5,637-65.8% | $4,027-52.1% |
| Admin fee / account holder | $2,732 | $5,755-52.5% | $14,673-81.4% | $5,403-49.4% |