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 | $60,450 | $77,813-22.3% | $123,544-51.1% | $64,186-5.8% |
| Participation rate | 98.2% | 74.7%+23.5pp | 82.3%+15.9pp | 69.6%+28.6pp |
| Annual return | -8.90% | 12.48%-21.4pp | 119.20%-128.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $2,459 | $3,014-18.4% | $4,628-46.9% | $2,381+3.3% |
| Participant deferral / active EE | $8,199 | $5,240+56.5% | $6,426+27.6% | $3,470+136.3% |
| Admin fee / account holder | $6,497 | $5,519+17.7% | $9,284-30.0% | $4,888+32.9% |