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 | $223,415 | $81,900+172.8% | $119,609+86.8% | $68,494+226.2% |
| Participation rate | 96.8% | 71.9%+24.9pp | 79.3%+17.5pp | 67.9%+28.9pp |
| Annual return | -19.16% | -23.82%+4.7pp | -14.97%-4.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,544 | $2,693-42.7% | $4,232-63.5% | $2,596-40.5% |
| Participant deferral / active EE | $8,372 | $4,148+101.8% | $5,602+49.4% | $4,027+107.9% |
| Admin fee / account holder | $44,214 | $6,582+571.8% | $10,323+328.3% | $5,403+718.4% |