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 | $87,809 | $64,707+35.7% | $112,228-21.8% | $68,494+28.2% |
| Participation rate | 91.0% | 67.2%+23.9pp | 75.1%+16.0pp | 67.9%+23.1pp |
| Annual return | -20.76% | -11.40%-9.4pp | 27.45%-48.2pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,650 | $2,746-39.9% | $3,635-54.6% | $2,596-36.4% |
| Participant deferral / active EE | $4,634 | $3,565+30.0% | $4,728-2.0% | $4,027+15.1% |
| Admin fee / account holder | $12,121 | $5,232+131.7% | $6,410+89.1% | $5,403+124.4% |