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 | $86,930 | $82,664+5.2% | $125,339-30.6% | $68,494+26.9% |
| Participation rate | 93.2% | 75.0%+18.1pp | 82.4%+10.8pp | 67.9%+25.3pp |
| Annual return | -22.18% | -5.97%-16.2pp | 572.05%-594.2pp | -7.84%-14.3pp |
| Employer contribution / active EE | $4,930 | $3,381+45.8% | $4,814+2.4% | $2,596+89.9% |
| Participant deferral / active EE | $3,620 | $6,110-40.8% | $7,446-51.4% | $4,027-10.1% |
| Admin fee / account holder | $3,125 | $6,275-50.2% | $10,010-68.8% | $5,403-42.2% |