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 | $28,338 | $56,357-49.7% | $104,294-72.8% | $68,494-58.6% |
| Participation rate | 70.6% | 63.3%+7.3pp | 73.3%-2.7pp | 67.9%+2.7pp |
| Annual return | -19.25% | -9.19%-10.1pp | 24.61%-43.9pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,569 | $1,960-19.9% | $3,372-53.5% | $2,596-39.5% |
| Participant deferral / active EE | $5,120 | $3,077+66.4% | $4,625+10.7% | $4,027+27.1% |
| Admin fee / account holder | $1,594 | $4,903-67.5% | $7,339-78.3% | $5,403-70.5% |