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 | $74,944 | $64,707+15.8% | $112,228-33.2% | $68,494+9.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -21.07% | -11.40%-9.7pp | 27.45%-48.5pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,750 | $2,746-36.3% | $3,635-51.9% | $2,596-32.6% |
| Participant deferral / active EE | $2,770 | $3,565-22.3% | $4,728-41.4% | $4,027-31.2% |
| Admin fee / account holder | $3,031 | $5,232-42.1% | $6,410-52.7% | $5,403-43.9% |