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 | $83,291 | $81,900+1.7% | $119,609-30.4% | $68,494+21.6% |
| Participation rate | 97.1% | 71.9%+25.3pp | 79.3%+17.9pp | 67.9%+29.3pp |
| Annual return | -22.96% | -23.82%+0.9pp | -14.97%-8.0pp | -7.84%-15.1pp |
| Employer contribution / active EE | $3,241 | $2,693+20.3% | $4,232-23.4% | $2,596+24.8% |
| Participant deferral / active EE | $5,823 | $4,148+40.4% | $5,602+3.9% | $4,027+44.6% |
| Admin fee / account holder | $2,901 | $6,582-55.9% | $10,323-71.9% | $5,403-46.3% |