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 | $56,735 | $46,674+21.6% | $117,472-51.7% | $68,494-17.2% |
| Participation rate | 83.9% | 56.8%+27.1pp | 70.6%+13.3pp | 67.9%+16.0pp |
| Annual return | -26.93% | -14.52%-12.4pp | 29.74%-56.7pp | -7.84%-19.1pp |
| Employer contribution / active EE | $1,423 | $1,505-5.4% | $4,176-65.9% | $2,596-45.2% |
| Participant deferral / active EE | $4,311 | $2,636+63.5% | $4,070+5.9% | $4,027+7.1% |
| Admin fee / account holder | $7,163 | $4,020+78.2% | $5,645+26.9% | $5,403+32.6% |