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 | $65,380 | $59,107+10.6% | $86,436-24.4% | $68,494-4.5% |
| Participation rate | 77.2% | 75.2%+2.0pp | 80.3%-3.1pp | 67.9%+9.3pp |
| Annual return | -19.30% | -0.23%-19.1pp | 4394.89%-4414.2pp | -7.84%-11.5pp |
| Employer contribution / active EE | $4,264 | $2,519+69.3% | $3,769+13.2% | $2,596+64.3% |
| Participant deferral / active EE | $8,862 | $5,901+50.2% | $6,952+27.5% | $4,027+120.1% |
| Admin fee / account holder | $2,996 | $5,637-46.8% | $6,731-55.5% | $5,403-44.5% |