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 | $40,235 | $82,286-51.1% | $68,791-41.5% | $134,475-70.1% |
| Participation rate | 78.6% | 75.1%+3.5pp | 69.0%+9.5pp | 81.2%-2.7pp |
| Annual return | -23.35% | -2.19%-21.2pp | -6.38%-17.0pp | 417.96%-441.3pp |
| Employer contribution / active EE | $840 | $3,301-74.5% | $2,655-68.4% | $4,740-82.3% |
| Participant deferral / active EE | $3,699 | $4,739-21.9% | $3,941-6.1% | $6,400-42.2% |
| Admin fee / account holder | $778 | $6,481-88.0% | $4,932-84.2% | $11,426-93.2% |