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 | $88,678 | $81,900+8.3% | $119,609-25.9% | $68,494+29.5% |
| Participation rate | 87.1% | 71.9%+15.2pp | 79.3%+7.8pp | 67.9%+19.2pp |
| Annual return | -18.89% | -23.82%+4.9pp | -14.97%-3.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $3,022 | $2,693+12.2% | $4,232-28.6% | $2,596+16.4% |
| Participant deferral / active EE | $8,820 | $4,148+112.6% | $5,602+57.4% | $4,027+119.0% |
| Admin fee / account holder | $315 | $6,582-95.2% | $10,323-97.0% | $5,403-94.2% |