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 | $77,300 | $53,596+44.2% | $90,645-14.7% | $64,186+20.4% |
| Participation rate | 76.3% | 64.5%+11.8pp | 74.0%+2.3pp | 69.6%+6.7pp |
| Annual return | -10.16% | 4.41%-14.6pp | 1.88%-12.0pp | 7.63%-17.8pp |
| Employer contribution / active EE | $6,185 | $1,503+311.5% | $2,532+144.3% | $2,381+159.8% |
| Participant deferral / active EE | $2,467 | $2,459+0.3% | $3,425-28.0% | $3,470-28.9% |
| Admin fee / account holder | $1,950 | $3,868-49.6% | $4,994-61.0% | $4,888-60.1% |