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 | $96,046 | $82,664+16.2% | $125,339-23.4% | $68,494+40.2% |
| Participation rate | 73.3% | 75.0%-1.7pp | 82.4%-9.0pp | 67.9%+5.4pp |
| Annual return | -19.86% | -5.97%-13.9pp | 572.05%-591.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $2,904 | $3,381-14.1% | $4,814-39.7% | $2,596+11.9% |
| Participant deferral / active EE | $7,972 | $6,110+30.5% | $7,446+7.1% | $4,027+98.0% |
| Admin fee / account holder | $3,118 | $6,275-50.3% | $10,010-68.9% | $5,403-42.3% |