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 | $91,725 | $95,862-4.3% | $79,550+15.3% | $134,475-31.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.54% | -2.69%-19.9pp | 0.16%-22.7pp | 417.96%-440.5pp |
| Employer contribution / active EE | $2,173 | $3,128-30.5% | $2,413-9.9% | $4,740-54.1% |
| Participant deferral / active EE | $3,108 | $4,693-33.8% | $3,985-22.0% | $6,400-51.4% |
| Admin fee / account holder | $25,151 | $9,126+175.6% | $6,832+268.1% | $11,426+120.1% |