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 | $90,924 | $73,867+23.1% | $143,757-36.8% | $68,494+32.7% |
| Participation rate | 96.0% | 66.7%+29.3pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | -23.00% | 1.01%-24.0pp | -0.04%-23.0pp | -7.84%-15.2pp |
| Employer contribution / active EE | $1,232 | $3,184-61.3% | $4,951-75.1% | $2,596-52.5% |
| Participant deferral / active EE | $5,890 | $3,384+74.0% | $5,637+4.5% | $4,027+46.3% |
| Admin fee / account holder | $1,457 | $5,755-74.7% | $14,673-90.1% | $5,403-73.0% |