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 | $66,529 | $69,010-3.6% | $159,960-58.4% | $68,494-2.9% |
| Participation rate | 80.8% | 65.4%+15.4pp | 78.0%+2.8pp | 67.9%+12.9pp |
| Annual return | -22.26% | -9.65%-12.6pp | 408.60%-430.9pp | -7.84%-14.4pp |
| Employer contribution / active EE | $1,600 | $2,213-27.7% | $4,226-62.1% | $2,596-38.4% |
| Participant deferral / active EE | $3,730 | $4,212-11.4% | $6,182-39.7% | $4,027-7.4% |
| Admin fee / account holder | $7,729 | $4,798+61.1% | $8,698-11.1% | $5,403+43.1% |