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 | $76,651 | $81,900-6.4% | $119,609-35.9% | $68,494+11.9% |
| Participation rate | 77.3% | 71.9%+5.4pp | 79.3%-2.0pp | 67.9%+9.4pp |
| Annual return | -21.08% | -23.82%+2.7pp | -14.97%-6.1pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,169 | $2,693-56.6% | $4,232-72.4% | $2,596-55.0% |
| Participant deferral / active EE | $2,621 | $4,148-36.8% | $5,602-53.2% | $4,027-34.9% |
| Admin fee / account holder | $2,717 | $6,582-58.7% | $10,323-73.7% | $5,403-49.7% |