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 | $65,238 | $54,229+20.3% | $70,092-6.9% | $68,494-4.8% |
| Participation rate | 72.9% | 64.5%+8.4pp | 70.5%+2.4pp | 67.9%+5.0pp |
| Annual return | -19.81% | -13.87%-5.9pp | 190.73%-210.5pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,806 | $2,018-10.5% | $2,559-29.4% | $2,596-30.5% |
| Participant deferral / active EE | $1,930 | $2,956-34.7% | $3,849-49.9% | $4,027-52.1% |
| Admin fee / account holder | $8,657 | $4,694+84.4% | $6,267+38.1% | $5,403+60.2% |