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 | $69,871 | $65,041+7.4% | $90,951-23.2% | $79,858-12.5% |
| Participation rate | 76.7% | 61.6%+15.1pp | 69.0%+7.7pp | 69.6%+7.0pp |
| Annual return | -9.74% | 30.45%-40.2pp | 134.60%-144.3pp | 31.71%-41.4pp |
| Employer contribution / active EE | $1,012 | $1,247-18.9% | $2,122-52.3% | $2,471-59.1% |
| Participant deferral / active EE | $2,390 | $2,512-4.8% | $3,373-29.1% | $3,740-36.1% |
| Admin fee / account holder | $6,501 | $4,536+43.3% | $5,959+9.1% | $5,306+22.5% |