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 | $78,925 | $62,586+26.1% | $76,768+2.8% | $64,186+23.0% |
| Participation rate | 86.2% | 72.8%+13.4pp | 77.0%+9.2pp | 69.6%+16.6pp |
| Annual return | -30.59% | -1.95%-28.6pp | 2.43%-33.0pp | 7.63%-38.2pp |
| Employer contribution / active EE | $9,946 | $1,832+442.9% | $2,485+300.2% | $2,381+317.8% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $8,087 | $4,667+73.3% | $6,675+21.1% | $4,888+65.4% |