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 | $80,665 | $48,265+67.1% | $68,791+17.3% | $68,494+17.8% |
| Participation rate | 86.7% | 60.7%+26.0pp | 69.0%+17.6pp | 67.9%+18.8pp |
| Annual return | -22.77% | -12.71%-10.1pp | -6.38%-16.4pp | -7.84%-14.9pp |
| Employer contribution / active EE | $1,141 | $1,829-37.6% | $2,655-57.0% | $2,596-56.1% |
| Participant deferral / active EE | $6,730 | $2,867+134.8% | $3,941+70.8% | $4,027+67.1% |
| Admin fee / account holder | $7,299 | $4,355+67.6% | $4,932+48.0% | $5,403+35.1% |