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 3-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 | $26,052 | $92,985-72.0% | $153,485-83.0% | $80,856-67.8% |
| Participation rate | 74.3% | 69.0%+5.3pp | 77.1%-2.8pp | 67.6%+6.6pp |
| Annual return | -8.89% | 19.95%-28.8pp | 15.65%-24.5pp | 35.59%-44.5pp |
| Employer contribution / active EE | $4,801 | $3,507+36.9% | $5,039-4.7% | $2,755+74.3% |
| Participant deferral / active EE | $2,310 | $5,178-55.4% | $6,757-65.8% | $4,296-46.2% |
| Admin fee / account holder | $471 | $8,880-94.7% | $12,724-96.3% | $6,918-93.2% |