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 | $64,468 | $64,707-0.4% | $112,228-42.6% | $68,494-5.9% |
| Participation rate | 90.0% | 67.2%+22.8pp | 75.1%+14.9pp | 67.9%+22.1pp |
| Annual return | -23.83% | -11.40%-12.4pp | 27.45%-51.3pp | -7.84%-16.0pp |
| Employer contribution / active EE | $1,062 | $2,746-61.3% | $3,635-70.8% | $2,596-59.1% |
| Participant deferral / active EE | $5,706 | $3,565+60.1% | $4,728+20.7% | $4,027+41.7% |
| Admin fee / account holder | $1,437 | $5,232-72.5% | $6,410-77.6% | $5,403-73.4% |