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 | $47,004 | $65,435-28.2% | $86,677-45.8% | $66,914-29.8% |
| Participation rate | 77.5% | 75.5%+2.0pp | 76.6%+0.9pp | 69.8%+7.6pp |
| Annual return | -18.18% | -10.89%-7.3pp | 35.91%-54.1pp | 1.58%-19.8pp |
| Employer contribution / active EE | $1,545 | $2,153-28.2% | $2,836-45.5% | $2,544-39.3% |
| Participant deferral / active EE | $3,254 | $4,100-20.6% | $4,656-30.1% | $4,237-23.2% |
| Admin fee / account holder | $5,946 | $642+826.9% | $7,493-20.6% | $593+902.3% |