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 | $75,525 | $82,664-8.6% | $125,339-39.7% | $68,494+10.3% |
| Participation rate | 95.9% | 75.0%+20.9pp | 82.4%+13.5pp | 67.9%+28.0pp |
| Annual return | -19.63% | -5.97%-13.7pp | 572.05%-591.7pp | -7.84%-11.8pp |
| Employer contribution / active EE | $7,298 | $3,381+115.8% | $4,814+51.6% | $2,596+181.1% |
| Participant deferral / active EE | $6,960 | $6,110+13.9% | $7,446-6.5% | $4,027+72.8% |
| Admin fee / account holder | $3,698 | $6,275-41.1% | $10,010-63.1% | $5,403-31.5% |