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 | $117,382 | $73,867+58.9% | $143,757-18.3% | $68,494+71.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -20.95% | 1.01%-22.0pp | -0.04%-20.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $2,876 | $3,184-9.7% | $4,951-41.9% | $2,596+10.8% |
| Participant deferral / active EE | $6,450 | $3,384+90.6% | $5,637+14.4% | $4,027+60.2% |
| Admin fee / account holder | $1,030 | $5,755-82.1% | $14,673-93.0% | $5,403-80.9% |