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 | $116,851 | $110,094+6.1% | $151,611-22.9% | $68,494+70.6% |
| Participation rate | 93.5% | 84.0%+9.6pp | 87.5%+6.1pp | 67.9%+25.7pp |
| Annual return | -22.46% | -10.12%-12.3pp | 3.33%-25.8pp | -7.84%-14.6pp |
| Employer contribution / active EE | $7,687 | $4,471+72.0% | $6,166+24.7% | $2,596+196.1% |
| Participant deferral / active EE | $15,789 | $6,527+141.9% | $8,363+88.8% | $4,027+292.1% |
| Admin fee / account holder | $6,563 | $7,719-15.0% | $11,616-43.5% | $5,403+21.5% |