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 | $69,301 | $64,324+7.7% | $118,925-41.7% | $79,858-13.2% |
| Participation rate | 78.1% | 64.9%+13.3pp | 75.4%+2.7pp | 69.6%+8.5pp |
| Annual return | -0.18% | 86.45%-86.6pp | 35.88%-36.1pp | 31.71%-31.9pp |
| Employer contribution / active EE | $518 | $1,836-71.8% | $3,263-84.1% | $2,471-79.0% |
| Participant deferral / active EE | $2,958 | $2,824+4.8% | $4,265-30.6% | $3,740-20.9% |
| Admin fee / account holder | $5,446 | $4,040+34.8% | $6,581-17.2% | $5,306+2.6% |