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 | $58,070 | $56,357+3.0% | $104,294-44.3% | $68,494-15.2% |
| Participation rate | 97.1% | 63.3%+33.9pp | 73.3%+23.9pp | 67.9%+29.3pp |
| Annual return | -24.82% | -9.19%-15.6pp | 24.61%-49.4pp | -7.84%-17.0pp |
| Employer contribution / active EE | $1,837 | $1,960-6.3% | $3,372-45.5% | $2,596-29.3% |
| Participant deferral / active EE | $3,355 | $3,077+9.0% | $4,625-27.4% | $4,027-16.7% |
| Admin fee / account holder | $3,081 | $4,903-37.1% | $7,339-58.0% | $5,403-43.0% |