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 | $104,071 | $59,805+74.0% | $79,550+30.8% | $68,494+51.9% |
| Participation rate | 96.0% | 61.1%+34.9pp | 69.5%+26.5pp | 67.9%+28.1pp |
| Annual return | -29.00% | -12.30%-16.7pp | 0.16%-29.2pp | -7.84%-21.2pp |
| Employer contribution / active EE | $2,855 | $1,505+89.7% | $2,413+18.3% | $2,596+10.0% |
| Participant deferral / active EE | $2,401 | $3,024-20.6% | $3,985-39.7% | $4,027-40.4% |
| Admin fee / account holder | $22,644 | $4,835+368.4% | $6,832+231.4% | $5,403+319.1% |