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 | $103,220 | $127,100-18.8% | $105,738-2.4% | $135,375-23.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 76.3%+9.4pp | 82.6%+3.1pp |
| Annual return | -9.28% | 4.49%-13.8pp | 6.27%-15.6pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,833 | $4,107-55.4% | $3,268-43.9% | $4,779-61.6% |
| Participant deferral / active EE | $6,373 | $5,064+25.8% | $4,080+56.2% | $5,609+13.6% |
| Admin fee / account holder | $307 | $9,087-96.6% | $6,913-95.6% | $10,827-97.2% |