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 | $86,362 | $91,538-5.7% | $129,995-33.6% | $75,163+14.9% |
| Participation rate | 76.9% | 71.4%+5.5pp | 78.5%-1.6pp | 67.2%+9.7pp |
| Annual return | -8.32% | -631.11%+622.8pp | -137.18%+128.9pp | 160.62%-168.9pp |
| Employer contribution / active EE | $1,538 | $2,845-45.9% | $4,320-64.4% | $2,670-42.4% |
| Participant deferral / active EE | $3,628 | $4,341-16.4% | $5,820-37.7% | $4,125-12.1% |
| Admin fee / account holder | $5,700 | $6,790-16.1% | $10,614-46.3% | $5,651+0.9% |