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 | $115,309 | $53,162+116.9% | $91,220+26.4% | $68,494+68.3% |
| Participation rate | 79.6% | 63.2%+16.4pp | 73.2%+6.4pp | 67.9%+11.7pp |
| Annual return | -19.88% | -3.14%-16.7pp | 114.01%-133.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,699 | $1,709-0.6% | $2,850-40.4% | $2,596-34.6% |
| Participant deferral / active EE | $7,096 | $2,974+138.6% | $4,234+67.6% | $4,027+76.2% |
| Admin fee / account holder | $9,864 | $4,493+119.5% | $5,420+82.0% | $5,403+82.6% |