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 7-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 | $85,620 | $91,552-6.5% | $133,956-36.1% | $79,858+7.2% |
| Participation rate | 80.5% | 73.3%+7.1pp | 79.8%+0.6pp | 69.6%+10.9pp |
| Annual return | -8.85% | 61.85%-70.7pp | 45.09%-53.9pp | 31.71%-40.6pp |
| Employer contribution / active EE | $2,731 | $2,384+14.6% | $3,919-30.3% | $2,471+10.5% |
| Participant deferral / active EE | $5,881 | $3,733+57.5% | $5,048+16.5% | $3,740+57.2% |
| Admin fee / account holder | $2,409 | $6,321-61.9% | $8,927-73.0% | $5,306-54.6% |