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 | $126,395 | $81,900+54.3% | $119,609+5.7% | $68,494+84.5% |
| Participation rate | 76.0% | 71.9%+4.1pp | 79.3%-3.3pp | 67.9%+8.1pp |
| Annual return | -23.69% | -23.82%+0.1pp | -14.97%-8.7pp | -7.84%-15.8pp |
| Employer contribution / active EE | $2,329 | $2,693-13.5% | $4,232-45.0% | $2,596-10.3% |
| Participant deferral / active EE | $5,176 | $4,148+24.8% | $5,602-7.6% | $4,027+28.5% |
| Admin fee / account holder | $1,188 | $6,582-82.0% | $10,323-88.5% | $5,403-78.0% |