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 | $126,639 | $59,805+111.8% | $79,550+59.2% | $68,494+84.9% |
| Participation rate | 76.7% | 61.1%+15.6pp | 69.5%+7.2pp | 67.9%+8.8pp |
| Annual return | -20.94% | -12.30%-8.6pp | 0.16%-21.1pp | -7.84%-13.1pp |
| Employer contribution / active EE | $971 | $1,505-35.5% | $2,413-59.8% | $2,596-62.6% |
| Participant deferral / active EE | $2,613 | $3,024-13.6% | $3,985-34.4% | $4,027-35.1% |
| Admin fee / account holder | $15,963 | $4,835+230.2% | $6,832+133.6% | $5,403+195.5% |