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 | $73,536 | $57,354+28.2% | $83,848-12.3% | $64,186+14.6% |
| Participation rate | 72.4% | 68.6%+3.8pp | 76.1%-3.7pp | 69.6%+2.8pp |
| Annual return | -12.43% | 11.38%-23.8pp | 850.88%-863.3pp | 7.63%-20.1pp |
| Employer contribution / active EE | $2,164 | $2,545-15.0% | $3,631-40.4% | $2,381-9.1% |
| Participant deferral / active EE | $5,581 | $2,993+86.5% | $4,082+36.7% | $3,470+60.9% |
| Admin fee / account holder | $15,195 | $4,046+275.6% | $5,478+177.4% | $4,888+210.9% |