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 | $136,015 | $73,004+86.3% | $90,749+49.9% | $68,494+98.6% |
| Participation rate | 73.9% | 70.8%+3.1pp | 75.7%-1.8pp | 67.9%+6.0pp |
| Annual return | -19.54% | -13.81%-5.7pp | -12.16%-7.4pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,257 | $2,193-42.7% | $2,921-57.0% | $2,596-51.6% |
| Participant deferral / active EE | $2,645 | $3,627-27.1% | $4,564-42.0% | $4,027-34.3% |
| Admin fee / account holder | $11,160 | $5,896+89.3% | $8,445+32.2% | $5,403+106.6% |