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 | $75,261 | $73,867+1.9% | $143,757-47.6% | $68,494+9.9% |
| Participation rate | 93.5% | 66.7%+26.9pp | 80.3%+13.2pp | 67.9%+25.7pp |
| Annual return | -19.37% | 1.01%-20.4pp | -0.04%-19.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,694 | $3,184-15.4% | $4,951-45.6% | $2,596+3.7% |
| Participant deferral / active EE | $6,304 | $3,384+86.3% | $5,637+11.8% | $4,027+56.5% |
| Admin fee / account holder | $3,831 | $5,755-33.4% | $14,673-73.9% | $5,403-29.1% |