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 | $69,036 | $59,101+16.8% | $77,163-10.5% | $75,163-8.2% |
| Participation rate | 96.9% | 63.9%+33.0pp | 69.6%+27.3pp | 67.2%+29.7pp |
| Annual return | -22.62% | 26.71%-49.3pp | 37.87%-60.5pp | 160.62%-183.2pp |
| Employer contribution / active EE | $5,474 | $1,995+174.4% | $2,535+115.9% | $2,670+105.0% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,261 | $4,774-31.7% | $5,472-40.4% | $5,651-42.3% |