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 | $84,729 | $64,707+30.9% | $112,228-24.5% | $68,494+23.7% |
| Participation rate | 89.1% | 67.2%+21.9pp | 75.1%+14.0pp | 67.9%+21.2pp |
| Annual return | -19.69% | -11.40%-8.3pp | 27.45%-47.1pp | -7.84%-11.8pp |
| Employer contribution / active EE | $2,134 | $2,746-22.3% | $3,635-41.3% | $2,596-17.8% |
| Participant deferral / active EE | $4,849 | $3,565+36.0% | $4,728+2.6% | $4,027+20.4% |
| Admin fee / account holder | $6,583 | $5,232+25.8% | $6,410+2.7% | $5,403+21.9% |