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 | $56,754 | $42,894+32.3% | $60,874-6.8% | $68,494-17.1% |
| Participation rate | 90.0% | 66.8%+23.2pp | 73.1%+16.9pp | 67.9%+22.1pp |
| Annual return | -22.30% | -13.98%-8.3pp | 16.90%-39.2pp | -7.84%-14.5pp |
| Employer contribution / active EE | $2,377 | $1,978+20.1% | $2,701-12.0% | $2,596-8.5% |
| Participant deferral / active EE | $7,063 | $2,867+146.4% | $3,817+85.1% | $4,027+75.4% |
| Admin fee / account holder | $2,697 | $3,101-13.0% | $3,224-16.4% | $5,403-50.1% |