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 | $42,632 | $65,041-34.5% | $90,951-53.1% | $79,858-46.6% |
| Participation rate | 70.2% | 61.6%+8.6pp | 69.0%+1.2pp | 69.6%+0.6pp |
| Annual return | -7.96% | 30.45%-38.4pp | 134.60%-142.6pp | 31.71%-39.7pp |
| Employer contribution / active EE | $892 | $1,247-28.5% | $2,122-58.0% | $2,471-63.9% |
| Participant deferral / active EE | $2,141 | $2,512-14.8% | $3,373-36.5% | $3,740-42.8% |
| Admin fee / account holder | $1,897 | $4,536-58.2% | $5,959-68.2% | $5,306-64.2% |