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 | $125,143 | $95,862+30.5% | $79,550+57.3% | $134,475-6.9% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -24.94% | -2.69%-22.3pp | 0.16%-25.1pp | 417.96%-442.9pp |
| Employer contribution / active EE | $1,715 | $3,128-45.2% | $2,413-28.9% | $4,740-63.8% |
| Participant deferral / active EE | $4,840 | $4,693+3.1% | $3,985+21.4% | $6,400-24.4% |
| Admin fee / account holder | $801 | $9,126-91.2% | $6,832-88.3% | $11,426-93.0% |