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 | $90,093 | $110,094-18.2% | $151,611-40.6% | $68,494+31.5% |
| Participation rate | 86.0% | 84.0%+2.0pp | 87.5%-1.5pp | 67.9%+18.1pp |
| Annual return | -20.02% | -10.12%-9.9pp | 3.33%-23.3pp | -7.84%-12.2pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,532 | $6,527-45.9% | $8,363-57.8% | $4,027-12.3% |
| Admin fee / account holder | $11,226 | $7,719+45.4% | $11,616-3.4% | $5,403+107.8% |