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 | $71,118 | $46,674+52.4% | $117,472-39.5% | $68,494+3.8% |
| Participation rate | 79.4% | 56.8%+22.6pp | 70.6%+8.8pp | 67.9%+11.5pp |
| Annual return | -21.56% | -14.52%-7.0pp | 29.74%-51.3pp | -7.84%-13.7pp |
| Employer contribution / active EE | $3,077 | $1,505+104.5% | $4,176-26.3% | $2,596+18.5% |
| Participant deferral / active EE | $6,185 | $2,636+134.6% | $4,070+51.9% | $4,027+53.6% |
| Admin fee / account holder | $3,148 | $4,020-21.7% | $5,645-44.2% | $5,403-41.7% |