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 | $70,746 | $82,664-14.4% | $125,339-43.6% | $68,494+3.3% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -22.35% | -5.97%-16.4pp | 572.05%-594.4pp | -7.84%-14.5pp |
| Employer contribution / active EE | $2,265 | $3,381-33.0% | $4,814-52.9% | $2,596-12.8% |
| Participant deferral / active EE | $4,907 | $6,110-19.7% | $7,446-34.1% | $4,027+21.9% |
| Admin fee / account holder | $5,298 | $6,275-15.6% | $10,010-47.1% | $5,403-1.9% |