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 | $85,677 | $73,867+16.0% | $143,757-40.4% | $68,494+25.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.49% | 1.01%-20.5pp | -0.04%-19.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $5,156 | $3,184+61.9% | $4,951+4.1% | $2,596+98.6% |
| Participant deferral / active EE | $7,238 | $3,384+113.9% | $5,637+28.4% | $4,027+79.7% |
| Admin fee / account holder | $20,080 | $5,755+248.9% | $14,673+36.9% | $5,403+271.7% |