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 | $91,934 | $85,790+7.2% | $67,313+36.6% | $135,375-32.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.79% | -0.54%-10.3pp | -4.08%-6.7pp | 519.73%-530.5pp |
| Employer contribution / active EE | $2,932 | $3,487-15.9% | $2,566+14.3% | $4,779-38.6% |
| Participant deferral / active EE | $3,405 | $4,651-26.8% | $3,568-4.6% | $5,609-39.3% |
| Admin fee / account holder | $1,653 | $6,392-74.1% | $4,507-63.3% | $10,827-84.7% |