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 | $133,014 | $73,867+80.1% | $143,757-7.5% | $68,494+94.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -22.46% | 1.01%-23.5pp | -0.04%-22.4pp | -7.84%-14.6pp |
| Employer contribution / active EE | $2,574 | $3,184-19.2% | $4,951-48.0% | $2,596-0.9% |
| Participant deferral / active EE | $6,757 | $3,384+99.7% | $5,637+19.9% | $4,027+67.8% |
| Admin fee / account holder | $3,646 | $5,755-36.6% | $14,673-75.2% | $5,403-32.5% |