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 | $81,108 | $82,664-1.9% | $125,339-35.3% | $68,494+18.4% |
| Participation rate | 96.4% | 75.0%+21.4pp | 82.4%+14.1pp | 67.9%+28.5pp |
| Annual return | -19.86% | -5.97%-13.9pp | 572.05%-591.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $7,071 | $3,381+109.1% | $4,814+46.9% | $2,596+172.3% |
| Participant deferral / active EE | $5,771 | $6,110-5.6% | $7,446-22.5% | $4,027+43.3% |
| Admin fee / account holder | $1,781 | $6,275-71.6% | $10,010-82.2% | $5,403-67.0% |