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 | $112,831 | $82,664+36.5% | $125,339-10.0% | $68,494+64.7% |
| Participation rate | 76.0% | 75.0%+1.0pp | 82.4%-6.4pp | 67.9%+8.1pp |
| Annual return | -20.97% | -5.97%-15.0pp | 572.05%-593.0pp | -7.84%-13.1pp |
| Employer contribution / active EE | $4,924 | $3,381+45.6% | $4,814+2.3% | $2,596+89.6% |
| Participant deferral / active EE | $11,789 | $6,110+92.9% | $7,446+58.3% | $4,027+192.7% |
| Admin fee / account holder | $4,799 | $6,275-23.5% | $10,010-52.1% | $5,403-11.2% |