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 | $64,810 | $64,707+0.2% | $112,228-42.3% | $68,494-5.4% |
| Participation rate | 91.7% | 67.2%+24.5pp | 75.1%+16.6pp | 67.9%+23.8pp |
| Annual return | -20.00% | -11.40%-8.6pp | 27.45%-47.5pp | -7.84%-12.2pp |
| Employer contribution / active EE | $11,954 | $2,746+335.3% | $3,635+228.9% | $2,596+360.4% |
| Participant deferral / active EE | $4,145 | $3,565+16.3% | $4,728-12.3% | $4,027+2.9% |
| Admin fee / account holder | $2,185 | $5,232-58.2% | $6,410-65.9% | $5,403-59.6% |