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 | $98,475 | $83,427+18.0% | $115,756-14.9% | $68,494+43.8% |
| Participation rate | 71.4% | 71.9%-0.5pp | 77.1%-5.7pp | 67.9%+3.5pp |
| Annual return | -21.84% | -10.95%-10.9pp | 143.14%-165.0pp | -7.84%-14.0pp |
| Employer contribution / active EE | $1,574 | $3,075-48.8% | $3,793-58.5% | $2,596-39.4% |
| Participant deferral / active EE | $7,155 | $5,355+33.6% | $6,254+14.4% | $4,027+77.7% |
| Admin fee / account holder | $19,140 | $5,708+235.3% | $8,124+135.6% | $5,403+254.3% |