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 | $78,451 | $59,805+31.2% | $79,550-1.4% | $68,494+14.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -20.72% | -12.30%-8.4pp | 0.16%-20.9pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,565 | $1,505+4.0% | $2,413-35.1% | $2,596-39.7% |
| Participant deferral / active EE | $3,693 | $3,024+22.1% | $3,985-7.3% | $4,027-8.3% |
| Admin fee / account holder | $3,351 | $4,835-30.7% | $6,832-50.9% | $5,403-38.0% |