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 | $65,492 | $45,863+42.8% | $77,024-15.0% | $68,494-4.4% |
| Participation rate | 80.0% | 55.9%+24.1pp | 67.9%+12.1pp | 67.9%+12.1pp |
| Annual return | -24.19% | 1.72%-25.9pp | 42.32%-66.5pp | -7.84%-16.4pp |
| Employer contribution / active EE | $2,107 | $1,650+27.7% | $2,812-25.1% | $2,596-18.9% |
| Participant deferral / active EE | $4,399 | $2,962+48.5% | $4,426-0.6% | $4,027+9.2% |
| Admin fee / account holder | $838 | $3,041-72.4% | $5,425-84.5% | $5,403-84.5% |