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 | $70,507 | $82,664-14.7% | $125,339-43.7% | $68,494+2.9% |
| Participation rate | 72.9% | 75.0%-2.2pp | 82.4%-9.5pp | 67.9%+5.0pp |
| Annual return | -24.15% | -5.97%-18.2pp | 572.05%-596.2pp | -7.84%-16.3pp |
| Employer contribution / active EE | $2,725 | $3,381-19.4% | $4,814-43.4% | $2,596+5.0% |
| Participant deferral / active EE | $8,402 | $6,110+37.5% | $7,446+12.8% | $4,027+108.6% |
| Admin fee / account holder | $881 | $6,275-86.0% | $10,010-91.2% | $5,403-83.7% |