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 | $71,871 | $72,277-0.6% | $101,248-29.0% | $79,858-10.0% |
| Participation rate | 98.8% | 68.5%+30.3pp | 75.8%+23.0pp | 69.6%+29.1pp |
| Annual return | -8.52% | 22.30%-30.8pp | 46.47%-55.0pp | 31.71%-40.2pp |
| Employer contribution / active EE | $1,449 | $2,692-46.2% | $3,660-60.4% | $2,471-41.4% |
| Participant deferral / active EE | $3,530 | $3,282+7.6% | $4,370-19.2% | $3,740-5.6% |
| Admin fee / account holder | $8,230 | $4,400+87.0% | $5,945+38.4% | $5,306+55.1% |