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 5-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 | $75,122 | $65,061+15.5% | $143,757-47.7% | $66,914+12.3% |
| Participation rate | 88.0% | 65.2%+22.8pp | 80.3%+7.7pp | 69.8%+18.2pp |
| Annual return | -19.81% | -11.14%-8.7pp | -0.04%-19.8pp | 1.58%-21.4pp |
| Employer contribution / active EE | $4,317 | $2,361+82.9% | $4,951-12.8% | $2,544+69.7% |
| Participant deferral / active EE | $10,768 | $2,919+268.9% | $5,637+91.0% | $4,237+154.1% |
| Admin fee / account holder | $2,988 | $502+495.2% | $14,673-79.6% | $593+403.6% |