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 | $67,289 | $81,900-17.8% | $119,609-43.7% | $68,494-1.8% |
| Participation rate | 96.0% | 71.9%+24.1pp | 79.3%+16.7pp | 67.9%+28.1pp |
| Annual return | -19.11% | -23.82%+4.7pp | -14.97%-4.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,593 | $2,693-40.9% | $4,232-62.4% | $2,596-38.6% |
| Participant deferral / active EE | $4,117 | $4,148-0.7% | $5,602-26.5% | $4,027+2.2% |
| Admin fee / account holder | $5,542 | $6,582-15.8% | $10,323-46.3% | $5,403+2.6% |