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 | $73,843 | $82,664-10.7% | $125,339-41.1% | $68,494+7.8% |
| Participation rate | 86.4% | 75.0%+11.3pp | 82.4%+4.0pp | 67.9%+18.5pp |
| Annual return | -19.56% | -5.97%-13.6pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,033 | $3,381-69.4% | $4,814-78.5% | $2,596-60.2% |
| Participant deferral / active EE | $5,673 | $6,110-7.2% | $7,446-23.8% | $4,027+40.9% |
| Admin fee / account holder | $4,147 | $6,275-33.9% | $10,010-58.6% | $5,403-23.2% |