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 | $75,460 | $123,793-39.0% | $177,821-57.6% | $79,858-5.5% |
| Participation rate | 88.9% | 84.7%+4.2pp | 87.7%+1.2pp | 69.6%+19.3pp |
| Annual return | -9.67% | 22.82%-32.5pp | 48.32%-58.0pp | 31.71%-41.4pp |
| Employer contribution / active EE | $2,099 | $4,095-48.8% | $5,918-64.5% | $2,471-15.1% |
| Participant deferral / active EE | $5,772 | $5,956-3.1% | $7,714-25.2% | $3,740+54.3% |
| Admin fee / account holder | $1,135 | $7,243-84.3% | $12,427-90.9% | $5,306-78.6% |