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 | $66,553 | $77,813-14.5% | $123,544-46.1% | $64,186+3.7% |
| Participation rate | 77.4% | 74.7%+2.6pp | 82.3%-4.9pp | 69.6%+7.8pp |
| Annual return | -9.09% | 12.48%-21.6pp | 119.20%-128.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,885 | $3,014-37.4% | $4,628-59.3% | $2,381-20.8% |
| Participant deferral / active EE | $6,485 | $5,240+23.8% | $6,426+0.9% | $3,470+86.9% |
| Admin fee / account holder | $4,107 | $5,519-25.6% | $9,284-55.8% | $4,888-16.0% |