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 | $72,403 | $65,041+11.3% | $90,951-20.4% | $79,858-9.3% |
| Participation rate | 97.0% | 61.6%+35.4pp | 69.0%+28.0pp | 69.6%+27.3pp |
| Annual return | -5.36% | 30.45%-35.8pp | 134.60%-140.0pp | 31.71%-37.1pp |
| Employer contribution / active EE | $1,508 | $1,247+20.9% | $2,122-28.9% | $2,471-39.0% |
| Participant deferral / active EE | $3,756 | $2,512+49.5% | $3,373+11.3% | $3,740+0.4% |
| Admin fee / account holder | $12,454 | $4,536+174.6% | $5,959+109.0% | $5,306+134.7% |