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 | $52,946 | $59,805-11.5% | $79,550-33.4% | $68,494-22.7% |
| Participation rate | 70.0% | 61.1%+8.9pp | 69.5%+0.5pp | 67.9%+2.1pp |
| Annual return | -45.89% | -12.30%-33.6pp | 0.16%-46.1pp | -7.84%-38.0pp |
| Employer contribution / active EE | $2,618 | $1,505+74.0% | $2,413+8.5% | $2,596+0.8% |
| Participant deferral / active EE | $6,025 | $3,024+99.2% | $3,985+51.2% | $4,027+49.6% |
| Admin fee / account holder | $2,481 | $4,835-48.7% | $6,832-63.7% | $5,403-54.1% |