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 | $64,466 | $42,894+50.3% | $60,874+5.9% | $68,494-5.9% |
| Participation rate | 74.5% | 66.8%+7.7pp | 73.1%+1.4pp | 67.9%+6.6pp |
| Annual return | -18.89% | -13.98%-4.9pp | 16.90%-35.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,045 | $1,978+3.4% | $2,701-24.3% | $2,596-21.2% |
| Participant deferral / active EE | $3,116 | $2,867+8.7% | $3,817-18.4% | $4,027-22.6% |
| Admin fee / account holder | $6,280 | $3,101+102.5% | $3,224+94.8% | $5,403+16.2% |