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 5-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 | $72,510 | $71,883+0.9% | $86,677-16.3% | $68,494+5.9% |
| Participation rate | 71.4% | 72.2%-0.8pp | 76.6%-5.1pp | 67.9%+3.5pp |
| Annual return | -19.63% | 3.52%-23.2pp | 35.91%-55.5pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,274 | $2,173-41.4% | $2,836-55.1% | $2,596-50.9% |
| Participant deferral / active EE | $2,678 | $3,779-29.1% | $4,656-42.5% | $4,027-33.5% |
| Admin fee / account holder | $807 | $6,112-86.8% | $7,493-89.2% | $5,403-85.1% |