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 | $68,736 | $59,805+14.9% | $79,550-13.6% | $68,494+0.4% |
| Participation rate | 78.8% | 61.1%+17.7pp | 69.5%+9.3pp | 67.9%+10.9pp |
| Annual return | -20.85% | -12.30%-8.5pp | 0.16%-21.0pp | -7.84%-13.0pp |
| Employer contribution / active EE | $2,649 | $1,505+76.0% | $2,413+9.8% | $2,596+2.0% |
| Participant deferral / active EE | $3,127 | $3,024+3.4% | $3,985-21.5% | $4,027-22.4% |
| Admin fee / account holder | $9,305 | $4,835+92.5% | $6,832+36.2% | $5,403+72.2% |