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 | $45,395 | $72,277-37.2% | $101,248-55.2% | $79,858-43.2% |
| Participation rate | 71.7% | 68.5%+3.2pp | 75.8%-4.1pp | 69.6%+2.1pp |
| Annual return | -13.27% | 22.30%-35.6pp | 46.47%-59.7pp | 31.71%-45.0pp |
| Employer contribution / active EE | $1,139 | $2,692-57.7% | $3,660-68.9% | $2,471-53.9% |
| Participant deferral / active EE | $2,453 | $3,282-25.3% | $4,370-43.9% | $3,740-34.4% |
| Admin fee / account holder | $671 | $4,400-84.7% | $5,945-88.7% | $5,306-87.4% |