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 | $77,266 | $72,404+6.7% | $110,238-29.9% | $64,186+20.4% |
| Participation rate | 72.7% | 73.3%-0.6pp | 79.8%-7.1pp | 69.6%+3.2pp |
| Annual return | -8.19% | -6.29%-1.9pp | 314.74%-322.9pp | 7.63%-15.8pp |
| Employer contribution / active EE | $2,680 | $2,282+17.5% | $3,826-29.9% | $2,381+12.6% |
| Participant deferral / active EE | $4,549 | $3,469+31.1% | $4,672-2.6% | $3,470+31.1% |
| Admin fee / account holder | $5,521 | $5,664-2.5% | $8,547-35.4% | $4,888+13.0% |