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 | $92,742 | $71,883+29.0% | $86,677+7.0% | $68,494+35.4% |
| Participation rate | 77.1% | 72.2%+4.8pp | 76.6%+0.5pp | 67.9%+9.2pp |
| Annual return | -20.07% | 3.52%-23.6pp | 35.91%-56.0pp | -7.84%-12.2pp |
| Employer contribution / active EE | $2,002 | $2,173-7.9% | $2,836-29.4% | $2,596-22.9% |
| Participant deferral / active EE | $5,020 | $3,779+32.9% | $4,656+7.8% | $4,027+24.7% |
| Admin fee / account holder | $5,971 | $6,112-2.3% | $7,493-20.3% | $5,403+10.5% |