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 | $78,525 | $72,277+8.6% | $101,248-22.4% | $79,858-1.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -6.82% | 22.30%-29.1pp | 46.47%-53.3pp | 31.71%-38.5pp |
| Employer contribution / active EE | $1,839 | $2,692-31.7% | $3,660-49.7% | $2,471-25.6% |
| Participant deferral / active EE | $4,557 | $3,282+38.9% | $4,370+4.3% | $3,740+21.8% |
| Admin fee / account holder | $1,313 | $4,400-70.2% | $5,945-77.9% | $5,306-75.2% |