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 | $32,424 | $46,674-30.5% | $117,472-72.4% | $68,494-52.7% |
| Participation rate | 91.7% | 56.8%+34.9pp | 70.6%+21.1pp | 67.9%+23.8pp |
| Annual return | -22.89% | -14.52%-8.4pp | 29.74%-52.6pp | -7.84%-15.0pp |
| Employer contribution / active EE | $1,283 | $1,505-14.8% | $4,176-69.3% | $2,596-50.6% |
| Participant deferral / active EE | $3,426 | $2,636+30.0% | $4,070-15.8% | $4,027-14.9% |
| Admin fee / account holder | $3,373 | $4,020-16.1% | $5,645-40.2% | $5,403-37.6% |