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 | $70,438 | $82,664-14.8% | $125,339-43.8% | $68,494+2.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.54% | -5.97%-15.6pp | 572.05%-593.6pp | -7.84%-13.7pp |
| Employer contribution / active EE | $3,296 | $3,381-2.5% | $4,814-31.5% | $2,596+26.9% |
| Participant deferral / active EE | $6,959 | $6,110+13.9% | $7,446-6.5% | $4,027+72.8% |
| Admin fee / account holder | $1,245 | $6,275-80.2% | $10,010-87.6% | $5,403-77.0% |