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 | $75,729 | $72,277+4.8% | $101,248-25.2% | $79,858-5.2% |
| Participation rate | 84.6% | 68.5%+16.2pp | 75.8%+8.8pp | 69.6%+15.0pp |
| Annual return | -10.90% | 22.30%-33.2pp | 46.47%-57.4pp | 31.71%-42.6pp |
| Employer contribution / active EE | $4,114 | $2,692+52.9% | $3,660+12.4% | $2,471+66.5% |
| Participant deferral / active EE | $2,072 | $3,282-36.9% | $4,370-52.6% | $3,740-44.6% |
| Admin fee / account holder | $4,916 | $4,400+11.7% | $5,945-17.3% | $5,306-7.4% |