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 | $87,164 | $72,277+20.6% | $101,248-13.9% | $79,858+9.1% |
| Participation rate | 81.8% | 68.5%+13.4pp | 75.8%+6.0pp | 69.6%+12.2pp |
| Annual return | -9.74% | 22.30%-32.0pp | 46.47%-56.2pp | 31.71%-41.5pp |
| Employer contribution / active EE | $1,613 | $2,692-40.1% | $3,660-55.9% | $2,471-34.7% |
| Participant deferral / active EE | $7,716 | $3,282+135.1% | $4,370+76.6% | $3,740+106.3% |
| Admin fee / account holder | $940 | $4,400-78.6% | $5,945-84.2% | $5,306-82.3% |