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 | $83,338 | $110,094-24.3% | $151,611-45.0% | $68,494+21.7% |
| Participation rate | 94.6% | 84.0%+10.6pp | 87.5%+7.1pp | 67.9%+26.7pp |
| Annual return | -21.53% | -10.12%-11.4pp | 3.33%-24.9pp | -7.84%-13.7pp |
| Employer contribution / active EE | $2,012 | $4,471-55.0% | $6,166-67.4% | $2,596-22.5% |
| Participant deferral / active EE | $4,281 | $6,527-34.4% | $8,363-48.8% | $4,027+6.3% |
| Admin fee / account holder | $2,767 | $7,719-64.1% | $11,616-76.2% | $5,403-48.8% |