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 | $79,561 | $73,867+7.7% | $143,757-44.7% | $68,494+16.2% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -20.64% | 1.01%-21.6pp | -0.04%-20.6pp | -7.84%-12.8pp |
| Employer contribution / active EE | $3,510 | $3,184+10.2% | $4,951-29.1% | $2,596+35.2% |
| Participant deferral / active EE | $2,893 | $3,384-14.5% | $5,637-48.7% | $4,027-28.2% |
| Admin fee / account holder | $1,482 | $5,755-74.2% | $14,673-89.9% | $5,403-72.6% |