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 | $95,835 | $82,664+15.9% | $125,339-23.5% | $68,494+39.9% |
| Participation rate | 87.1% | 75.0%+12.1pp | 82.4%+4.7pp | 67.9%+19.2pp |
| Annual return | -19.44% | -5.97%-13.5pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $5,582 | $3,381+65.1% | $4,814+16.0% | $2,596+115.0% |
| Participant deferral / active EE | $7,579 | $6,110+24.0% | $7,446+1.8% | $4,027+88.2% |
| Admin fee / account holder | $314 | $6,275-95.0% | $10,010-96.9% | $5,403-94.2% |