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 | $56,633 | $77,813-27.2% | $123,544-54.2% | $64,186-11.8% |
| Participation rate | 71.0% | 74.7%-3.7pp | 82.3%-11.3pp | 69.6%+1.4pp |
| Annual return | -10.60% | 12.48%-23.1pp | 119.20%-129.8pp | 7.63%-18.2pp |
| Employer contribution / active EE | $1,419 | $3,014-52.9% | $4,628-69.3% | $2,381-40.4% |
| Participant deferral / active EE | $4,654 | $5,240-11.2% | $6,426-27.6% | $3,470+34.1% |
| Admin fee / account holder | $6,056 | $5,519+9.7% | $9,284-34.8% | $4,888+23.9% |