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 | $68,632 | $99,016-30.7% | $93,789-26.8% | $66,914+2.6% |
| Participation rate | 97.1% | 82.1%+15.0pp | 81.0%+16.1pp | 69.8%+27.3pp |
| Annual return | -19.03% | -14.59%-4.4pp | -11.33%-7.7pp | 1.58%-20.6pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,323-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,765 | $6,689-13.8% | $6,094-5.4% | $4,237+36.1% |
| Admin fee / account holder | $955 | $477+100.0% | $7,195-86.7% | $593+61.0% |