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 | $72,516 | $46,674+55.4% | $117,472-38.3% | $68,494+5.9% |
| Participation rate | 73.8% | 56.8%+17.0pp | 70.6%+3.2pp | 67.9%+5.9pp |
| Annual return | -25.40% | -14.52%-10.9pp | 29.74%-55.1pp | -7.84%-17.6pp |
| Employer contribution / active EE | $706 | $1,505-53.1% | $4,176-83.1% | $2,596-72.8% |
| Participant deferral / active EE | $1,799 | $2,636-31.8% | $4,070-55.8% | $4,027-55.3% |
| Admin fee / account holder | $2,603 | $4,020-35.3% | $5,645-53.9% | $5,403-51.8% |