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 | $69,180 | $71,883-3.8% | $86,677-20.2% | $68,494+1.0% |
| Participation rate | 85.7% | 72.2%+13.5pp | 76.6%+9.1pp | 67.9%+17.8pp |
| Annual return | -21.62% | 3.52%-25.1pp | 35.91%-57.5pp | -7.84%-13.8pp |
| Employer contribution / active EE | $1,629 | $2,173-25.0% | $2,836-42.6% | $2,596-37.3% |
| Participant deferral / active EE | $5,198 | $3,779+37.6% | $4,656+11.7% | $4,027+29.1% |
| Admin fee / account holder | $1,929 | $6,112-68.4% | $7,493-74.3% | $5,403-64.3% |