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 | $71,356 | $82,664-13.7% | $125,339-43.1% | $68,494+4.2% |
| Participation rate | 93.7% | 75.0%+18.6pp | 82.4%+11.3pp | 67.9%+25.8pp |
| Annual return | -22.23% | -5.97%-16.3pp | 572.05%-594.3pp | -7.84%-14.4pp |
| Employer contribution / active EE | $5,773 | $3,381+70.8% | $4,814+19.9% | $2,596+122.4% |
| Participant deferral / active EE | $5,756 | $6,110-5.8% | $7,446-22.7% | $4,027+42.9% |
| Admin fee / account holder | $1,170 | $6,275-81.3% | $10,010-88.3% | $5,403-78.3% |