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 | $102,871 | $82,664+24.4% | $125,339-17.9% | $68,494+50.2% |
| Participation rate | 97.1% | 75.0%+22.0pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | -22.24% | -5.97%-16.3pp | 572.05%-594.3pp | -7.84%-14.4pp |
| Employer contribution / active EE | $2,532 | $3,381-25.1% | $4,814-47.4% | $2,596-2.5% |
| Participant deferral / active EE | $4,344 | $6,110-28.9% | $7,446-41.7% | $4,027+7.9% |
| Admin fee / account holder | $4,538 | $6,275-27.7% | $10,010-54.7% | $5,403-16.0% |