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 | $101,722 | $82,664+23.1% | $125,339-18.8% | $68,494+48.5% |
| Participation rate | 95.2% | 75.0%+20.2pp | 82.4%+12.9pp | 67.9%+27.3pp |
| Annual return | -22.57% | -5.97%-16.6pp | 572.05%-594.6pp | -7.84%-14.7pp |
| Employer contribution / active EE | $12,303 | $3,381+263.9% | $4,814+155.6% | $2,596+373.9% |
| Participant deferral / active EE | $5,583 | $6,110-8.6% | $7,446-25.0% | $4,027+38.6% |
| Admin fee / account holder | $1,864 | $6,275-70.3% | $10,010-81.4% | $5,403-65.5% |