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 | $116,008 | $82,664+40.3% | $125,339-7.4% | $68,494+69.4% |
| Participation rate | 87.2% | 75.0%+12.2pp | 82.4%+4.9pp | 67.9%+19.3pp |
| Annual return | -25.30% | -5.97%-19.3pp | 572.05%-597.4pp | -7.84%-17.5pp |
| Employer contribution / active EE | $2,862 | $3,381-15.3% | $4,814-40.5% | $2,596+10.2% |
| Participant deferral / active EE | $7,067 | $6,110+15.7% | $7,446-5.1% | $4,027+75.5% |
| Admin fee / account holder | $8,904 | $6,275+41.9% | $10,010-11.0% | $5,403+64.8% |