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 | $122,315 | $81,900+49.3% | $119,609+2.3% | $68,494+78.6% |
| Participation rate | 80.8% | 71.9%+8.9pp | 79.3%+1.5pp | 67.9%+12.9pp |
| Annual return | -21.83% | -23.82%+2.0pp | -14.97%-6.9pp | -7.84%-14.0pp |
| Employer contribution / active EE | $2,203 | $2,693-18.2% | $4,232-47.9% | $2,596-15.1% |
| Participant deferral / active EE | $5,228 | $4,148+26.0% | $5,602-6.7% | $4,027+29.8% |
| Admin fee / account holder | $29,884 | $6,582+354.0% | $10,323+189.5% | $5,403+453.1% |