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 | $72,840 | $81,900-11.1% | $119,609-39.1% | $68,494+6.3% |
| Participation rate | 93.9% | 71.9%+22.0pp | 79.3%+14.7pp | 67.9%+26.1pp |
| Annual return | -19.65% | -23.82%+4.2pp | -14.97%-4.7pp | -7.84%-11.8pp |
| Employer contribution / active EE | $8,866 | $2,693+229.2% | $4,232+109.5% | $2,596+241.5% |
| Participant deferral / active EE | $6,772 | $4,148+63.3% | $5,602+20.9% | $4,027+68.2% |
| Admin fee / account holder | $1,722 | $6,582-73.8% | $10,323-83.3% | $5,403-68.1% |