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 | $83,460 | $57,354+45.5% | $83,848-0.5% | $64,186+30.0% |
| Participation rate | 89.3% | 68.6%+20.7pp | 76.1%+13.1pp | 69.6%+19.7pp |
| Annual return | -17.64% | 11.38%-29.0pp | 850.88%-868.5pp | 7.63%-25.3pp |
| Employer contribution / active EE | $1,354 | $2,545-46.8% | $3,631-62.7% | $2,381-43.1% |
| Participant deferral / active EE | $2,516 | $2,993-15.9% | $4,082-38.4% | $3,470-27.5% |
| Admin fee / account holder | $3,612 | $4,046-10.7% | $5,478-34.1% | $4,888-26.1% |