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 | $62,037 | $110,094-43.7% | $151,611-59.1% | $68,494-9.4% |
| Participation rate | 87.2% | 84.0%+3.2pp | 87.5%-0.3pp | 67.9%+19.3pp |
| Annual return | -18.78% | -10.12%-8.7pp | 3.33%-22.1pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,701 | $4,471-62.0% | $6,166-72.4% | $2,596-34.5% |
| Participant deferral / active EE | $4,312 | $6,527-33.9% | $8,363-48.4% | $4,027+7.1% |
| Admin fee / account holder | $1,203 | $7,719-84.4% | $11,616-89.6% | $5,403-77.7% |