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 | $70,525 | $77,899-9.5% | $149,673-52.9% | $75,163-6.2% |
| Participation rate | 73.5% | 65.6%+7.9pp | 78.8%-5.3pp | 67.2%+6.3pp |
| Annual return | -7.66% | 31.72%-39.4pp | 134.42%-142.1pp | 160.62%-168.3pp |
| Employer contribution / active EE | $2,526 | $3,137-19.5% | $4,818-47.6% | $2,670-5.4% |
| Participant deferral / active EE | $2,139 | $3,411-37.3% | $5,680-62.3% | $4,125-48.2% |
| Admin fee / account holder | $2,846 | $5,956-52.2% | $13,210-78.5% | $5,651-49.6% |