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 | $63,420 | $59,805+6.0% | $79,550-20.3% | $68,494-7.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -23.86% | -12.30%-11.6pp | 0.16%-24.0pp | -7.84%-16.0pp |
| Employer contribution / active EE | $1,000 | $1,505-33.6% | $2,413-58.6% | $2,596-61.5% |
| Participant deferral / active EE | $3,441 | $3,024+13.8% | $3,985-13.6% | $4,027-14.5% |
| Admin fee / account holder | $2,798 | $4,835-42.1% | $6,832-59.0% | $5,403-48.2% |