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 | $90,541 | $110,094-17.8% | $151,611-40.3% | $68,494+32.2% |
| Participation rate | 92.0% | 84.0%+8.0pp | 87.5%+4.5pp | 67.9%+24.1pp |
| Annual return | -20.88% | -10.12%-10.8pp | 3.33%-24.2pp | -7.84%-13.0pp |
| Employer contribution / active EE | $6,204 | $4,471+38.8% | $6,166+0.6% | $2,596+139.0% |
| Participant deferral / active EE | $13,144 | $6,527+101.4% | $8,363+57.2% | $4,027+226.4% |
| Admin fee / account holder | $17,694 | $7,719+129.2% | $11,616+52.3% | $5,403+227.5% |