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 | $131,219 | $73,867+77.6% | $143,757-8.7% | $68,494+91.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -25.19% | 1.01%-26.2pp | -0.04%-25.1pp | -7.84%-17.3pp |
| Employer contribution / active EE | $7,548 | $3,184+137.0% | $4,951+52.5% | $2,596+190.7% |
| Participant deferral / active EE | $6,101 | $3,384+80.3% | $5,637+8.2% | $4,027+51.5% |
| Admin fee / account holder | $1,206 | $5,755-79.0% | $14,673-91.8% | $5,403-77.7% |