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 | $94,763 | $82,664+14.6% | $125,339-24.4% | $68,494+38.4% |
| Participation rate | 93.2% | 75.0%+18.2pp | 82.4%+10.9pp | 67.9%+25.3pp |
| Annual return | -20.21% | -5.97%-14.2pp | 572.05%-592.3pp | -7.84%-12.4pp |
| Employer contribution / active EE | $3,021 | $3,381-10.6% | $4,814-37.2% | $2,596+16.4% |
| Participant deferral / active EE | $10,852 | $6,110+77.6% | $7,446+45.7% | $4,027+169.5% |
| Admin fee / account holder | $3,132 | $6,275-50.1% | $10,010-68.7% | $5,403-42.0% |