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 | $85,167 | $79,633+6.9% | $93,789-9.2% | $68,494+24.3% |
| Participation rate | 82.8% | 75.4%+7.4pp | 81.0%+1.8pp | 67.9%+14.9pp |
| Annual return | -20.18% | -0.10%-20.1pp | -11.33%-8.9pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,958 | $3,665-46.6% | $4,323-54.7% | $2,596-24.6% |
| Participant deferral / active EE | $4,470 | $5,158-13.3% | $6,094-26.6% | $4,027+11.0% |
| Admin fee / account holder | $23,839 | $6,871+246.9% | $7,195+231.3% | $5,403+341.2% |