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 | $65,844 | $59,805+10.1% | $79,550-17.2% | $68,494-3.9% |
| Participation rate | 76.5% | 61.1%+15.4pp | 69.5%+7.0pp | 67.9%+8.6pp |
| Annual return | -20.99% | -12.30%-8.7pp | 0.16%-21.2pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,658 | $1,505+10.2% | $2,413-31.3% | $2,596-36.1% |
| Participant deferral / active EE | $3,641 | $3,024+20.4% | $3,985-8.6% | $4,027-9.6% |
| Admin fee / account holder | $1,221 | $4,835-74.7% | $6,832-82.1% | $5,403-77.4% |