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 | $112,841 | $82,664+36.5% | $125,339-10.0% | $68,494+64.7% |
| Participation rate | 89.2% | 75.0%+14.1pp | 82.4%+6.8pp | 67.9%+21.3pp |
| Annual return | -19.66% | -5.97%-13.7pp | 572.05%-591.7pp | -7.84%-11.8pp |
| Employer contribution / active EE | $6,589 | $3,381+94.9% | $4,814+36.9% | $2,596+153.8% |
| Participant deferral / active EE | $8,991 | $6,110+47.1% | $7,446+20.7% | $4,027+123.3% |
| Admin fee / account holder | $6,729 | $6,275+7.2% | $10,010-32.8% | $5,403+24.5% |