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 | $75,934 | $73,867+2.8% | $143,757-47.2% | $68,494+10.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -22.45% | 1.01%-23.5pp | -0.04%-22.4pp | -7.84%-14.6pp |
| Employer contribution / active EE | $2,488 | $3,184-21.9% | $4,951-49.8% | $2,596-4.2% |
| Participant deferral / active EE | $5,806 | $3,384+71.6% | $5,637+3.0% | $4,027+44.2% |
| Admin fee / account holder | $5,244 | $5,755-8.9% | $14,673-64.3% | $5,403-2.9% |