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 | $63,437 | $54,350+16.7% | $82,719-23.3% | $68,494-7.4% |
| Participation rate | 92.1% | 63.9%+28.1pp | 72.6%+19.5pp | 67.9%+24.2pp |
| Annual return | -21.27% | -13.67%-7.6pp | 701.18%-722.4pp | -7.84%-13.4pp |
| Employer contribution / active EE | $1,457 | $2,218-34.3% | $3,009-51.6% | $2,596-43.9% |
| Participant deferral / active EE | $2,418 | $3,246-25.5% | $4,395-45.0% | $4,027-40.0% |
| Admin fee / account holder | $2,627 | $4,395-40.2% | $5,329-50.7% | $5,403-51.4% |