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 | $86,745 | $82,664+4.9% | $125,339-30.8% | $68,494+26.6% |
| Participation rate | 78.6% | 75.0%+3.5pp | 82.4%-3.8pp | 67.9%+10.7pp |
| Annual return | -25.62% | -5.97%-19.7pp | 572.05%-597.7pp | -7.84%-17.8pp |
| Employer contribution / active EE | $2,217 | $3,381-34.4% | $4,814-53.9% | $2,596-14.6% |
| Participant deferral / active EE | $5,191 | $6,110-15.0% | $7,446-30.3% | $4,027+28.9% |
| Admin fee / account holder | $1,545 | $6,275-75.4% | $10,010-84.6% | $5,403-71.4% |