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 | $94,747 | $64,707+46.4% | $112,228-15.6% | $68,494+38.3% |
| Participation rate | 76.0% | 67.2%+8.8pp | 75.1%+0.9pp | 67.9%+8.1pp |
| Annual return | -20.53% | -11.40%-9.1pp | 27.45%-48.0pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,952 | $2,746-28.9% | $3,635-46.3% | $2,596-24.8% |
| Participant deferral / active EE | $5,669 | $3,565+59.0% | $4,728+19.9% | $4,027+40.8% |
| Admin fee / account holder | $1,032 | $5,232-80.3% | $6,410-83.9% | $5,403-80.9% |