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 | $61,703 | $85,790-28.1% | $67,313-8.3% | $135,375-54.4% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -10.24% | -0.54%-9.7pp | -4.08%-6.2pp | 519.73%-530.0pp |
| Employer contribution / active EE | $1,733 | $3,487-50.3% | $2,566-32.5% | $4,779-63.7% |
| Participant deferral / active EE | $7,080 | $4,651+52.2% | $3,568+98.4% | $5,609+26.2% |
| Admin fee / account holder | $609 | $6,392-90.5% | $4,507-86.5% | $10,827-94.4% |