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 | $90,498 | $86,655+4.4% | $119,609-24.3% | $66,914+35.2% |
| Participation rate | 71.3% | 75.6%-4.3pp | 79.3%-8.0pp | 69.8%+1.5pp |
| Annual return | -23.47% | -8.00%-15.5pp | -14.97%-8.5pp | 1.58%-25.0pp |
| Employer contribution / active EE | $2,895 | $2,536+14.2% | $4,232-31.6% | $2,544+13.8% |
| Participant deferral / active EE | $6,017 | $4,358+38.1% | $5,602+7.4% | $4,237+42.0% |
| Admin fee / account holder | $4,404 | $755+483.5% | $10,323-57.3% | $593+642.3% |