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 | $116,645 | $82,664+41.1% | $125,339-6.9% | $68,494+70.3% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -19.47% | -5.97%-13.5pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,379 | $3,381-29.6% | $4,814-50.6% | $2,596-8.4% |
| Participant deferral / active EE | $5,685 | $6,110-7.0% | $7,446-23.7% | $4,027+41.2% |
| Admin fee / account holder | $4,242 | $6,275-32.4% | $10,010-57.6% | $5,403-21.5% |