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 | $72,317 | $69,010+4.8% | $159,960-54.8% | $68,494+5.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -20.02% | -9.65%-10.4pp | 408.60%-428.6pp | -7.84%-12.2pp |
| Employer contribution / active EE | $5,246 | $2,213+137.0% | $4,226+24.1% | $2,596+102.0% |
| Participant deferral / active EE | $16,368 | $4,212+288.6% | $6,182+164.7% | $4,027+306.4% |
| Admin fee / account holder | $4,359 | $4,798-9.2% | $8,698-49.9% | $5,403-19.3% |