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 | $143,613 | $81,900+75.4% | $119,609+20.1% | $68,494+109.7% |
| Participation rate | 83.1% | 71.9%+11.3pp | 79.3%+3.9pp | 67.9%+15.3pp |
| Annual return | -22.81% | -23.82%+1.0pp | -14.97%-7.8pp | -7.84%-15.0pp |
| Employer contribution / active EE | $2,219 | $2,693-17.6% | $4,232-47.6% | $2,596-14.5% |
| Participant deferral / active EE | $8,953 | $4,148+115.9% | $5,602+59.8% | $4,027+122.3% |
| Admin fee / account holder | $2,586 | $6,582-60.7% | $10,323-75.0% | $5,403-52.1% |