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 | $107,992 | $127,100-15.0% | $105,738+2.1% | $135,375-20.2% |
| Participation rate | 73.7% | 82.7%-9.0pp | 76.3%-2.6pp | 82.6%-9.0pp |
| Annual return | -10.66% | 4.49%-15.2pp | 6.27%-16.9pp | 519.73%-530.4pp |
| Employer contribution / active EE | $1,411 | $4,107-65.6% | $3,268-56.8% | $4,779-70.5% |
| Participant deferral / active EE | $4,271 | $5,064-15.7% | $4,080+4.7% | $5,609-23.9% |
| Admin fee / account holder | $1,060 | $9,087-88.3% | $6,913-84.7% | $10,827-90.2% |