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 | $59,472 | $56,357+5.5% | $104,294-43.0% | $68,494-13.2% |
| Participation rate | 75.0% | 63.3%+11.7pp | 73.3%+1.7pp | 67.9%+7.1pp |
| Annual return | -22.00% | -9.19%-12.8pp | 24.61%-46.6pp | -7.84%-14.2pp |
| Employer contribution / active EE | $5,110 | $1,960+160.7% | $3,372+51.5% | $2,596+96.8% |
| Participant deferral / active EE | $9,848 | $3,077+220.0% | $4,625+112.9% | $4,027+144.5% |
| Admin fee / account holder | $3,090 | $4,903-37.0% | $7,339-57.9% | $5,403-42.8% |