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 | $105,164 | $73,867+42.4% | $143,757-26.8% | $68,494+53.5% |
| Participation rate | 85.7% | 66.7%+19.1pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -22.08% | 1.01%-23.1pp | -0.04%-22.0pp | -7.84%-14.2pp |
| Employer contribution / active EE | $1,399 | $3,184-56.1% | $4,951-71.7% | $2,596-46.1% |
| Participant deferral / active EE | $5,430 | $3,384+60.4% | $5,637-3.7% | $4,027+34.8% |
| Admin fee / account holder | $360 | $5,755-93.8% | $14,673-97.5% | $5,403-93.3% |