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 | $80,337 | $73,867+8.8% | $143,757-44.1% | $68,494+17.3% |
| Participation rate | 74.2% | 66.7%+7.5pp | 80.3%-6.1pp | 67.9%+6.3pp |
| Annual return | -19.37% | 1.01%-20.4pp | -0.04%-19.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,361 | $3,184-25.9% | $4,951-52.3% | $2,596-9.1% |
| Participant deferral / active EE | $4,441 | $3,384+31.2% | $5,637-21.2% | $4,027+10.3% |
| Admin fee / account holder | $5,965 | $5,755+3.7% | $14,673-59.3% | $5,403+10.4% |