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 | $74,217 | $73,004+1.7% | $90,749-18.2% | $68,494+8.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -21.68% | -13.81%-7.9pp | -12.16%-9.5pp | -7.84%-13.8pp |
| Employer contribution / active EE | $4,416 | $2,193+101.4% | $2,921+51.2% | $2,596+70.1% |
| Participant deferral / active EE | $10,033 | $3,627+176.7% | $4,564+119.8% | $4,027+149.1% |
| Admin fee / account holder | $2,184 | $5,896-63.0% | $8,445-74.1% | $5,403-59.6% |