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 | $129,271 | $69,010+87.3% | $159,960-19.2% | $68,494+88.7% |
| Participation rate | 70.4% | 65.4%+5.0pp | 78.0%-7.6pp | 67.9%+2.5pp |
| Annual return | -19.67% | -9.65%-10.0pp | 408.60%-428.3pp | -7.84%-11.8pp |
| Employer contribution / active EE | $2,668 | $2,213+20.5% | $4,226-36.9% | $2,596+2.8% |
| Participant deferral / active EE | $7,767 | $4,212+84.4% | $6,182+25.6% | $4,027+92.9% |
| Admin fee / account holder | $3,329 | $4,798-30.6% | $8,698-61.7% | $5,403-38.4% |