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 | $113,411 | $82,664+37.2% | $125,339-9.5% | $68,494+65.6% |
| Participation rate | 83.8% | 75.0%+8.7pp | 82.4%+1.4pp | 67.9%+15.9pp |
| Annual return | -21.09% | -5.97%-15.1pp | 572.05%-593.1pp | -7.84%-13.2pp |
| Employer contribution / active EE | $2,289 | $3,381-32.3% | $4,814-52.4% | $2,596-11.8% |
| Participant deferral / active EE | $8,998 | $6,110+47.3% | $7,446+20.8% | $4,027+123.4% |
| Admin fee / account holder | $10,662 | $6,275+69.9% | $10,010+6.5% | $5,403+97.3% |