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 9-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 | $71,064 | $73,867-3.8% | $143,757-50.6% | $68,494+3.8% |
| Participation rate | 74.1% | 66.7%+7.4pp | 80.3%-6.2pp | 67.9%+6.2pp |
| Annual return | -22.04% | 1.01%-23.0pp | -0.04%-22.0pp | -7.84%-14.2pp |
| Employer contribution / active EE | $5,055 | $3,184+58.7% | $4,951+2.1% | $2,596+94.7% |
| Participant deferral / active EE | $8,315 | $3,384+145.7% | $5,637+47.5% | $4,027+106.5% |
| Admin fee / account holder | $1,694 | $5,755-70.6% | $14,673-88.5% | $5,403-68.7% |