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 | $98,059 | $71,883+36.4% | $86,677+13.1% | $68,494+43.2% |
| Participation rate | 77.1% | 72.2%+4.9pp | 76.6%+0.6pp | 67.9%+9.3pp |
| Annual return | -19.21% | 3.52%-22.7pp | 35.91%-55.1pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,101 | $2,173-49.3% | $2,836-61.2% | $2,596-57.6% |
| Participant deferral / active EE | $4,823 | $3,779+27.6% | $4,656+3.6% | $4,027+19.8% |
| Admin fee / account holder | $29,615 | $6,112+384.6% | $7,493+295.2% | $5,403+448.2% |