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 | $72,665 | $71,883+1.1% | $86,677-16.2% | $68,494+6.1% |
| Participation rate | 83.1% | 72.2%+10.8pp | 76.6%+6.5pp | 67.9%+15.2pp |
| Annual return | -20.48% | 3.52%-24.0pp | 35.91%-56.4pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,110 | $2,173-48.9% | $2,836-60.9% | $2,596-57.2% |
| Participant deferral / active EE | $4,631 | $3,779+22.6% | $4,656-0.5% | $4,027+15.0% |
| Admin fee / account holder | $936 | $6,112-84.7% | $7,493-87.5% | $5,403-82.7% |