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 | $70,321 | $69,010+1.9% | $159,960-56.0% | $68,494+2.7% |
| Participation rate | 71.4% | 65.4%+6.0pp | 78.0%-6.5pp | 67.9%+3.5pp |
| Annual return | -19.72% | -9.65%-10.1pp | 408.60%-428.3pp | -7.84%-11.9pp |
| Employer contribution / active EE | $2,573 | $2,213+16.2% | $4,226-39.1% | $2,596-0.9% |
| Participant deferral / active EE | $4,479 | $4,212+6.4% | $6,182-27.5% | $4,027+11.2% |
| Admin fee / account holder | $4,958 | $4,798+3.3% | $8,698-43.0% | $5,403-8.2% |