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 | $85,602 | $45,863+86.6% | $77,024+11.1% | $68,494+25.0% |
| Participation rate | 78.9% | 55.9%+23.0pp | 67.9%+11.0pp | 67.9%+11.1pp |
| Annual return | -21.81% | 1.72%-23.5pp | 42.32%-64.1pp | -7.84%-14.0pp |
| Employer contribution / active EE | $2,387 | $1,650+44.7% | $2,812-15.1% | $2,596-8.1% |
| Participant deferral / active EE | $5,281 | $2,962+78.3% | $4,426+19.3% | $4,027+31.1% |
| Admin fee / account holder | $7,857 | $3,041+158.4% | $5,425+44.8% | $5,403+45.4% |