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 | $117,269 | $110,094+6.5% | $151,611-22.7% | $68,494+71.2% |
| Participation rate | 94.9% | 84.0%+10.9pp | 87.5%+7.4pp | 67.9%+27.0pp |
| Annual return | -18.68% | -10.12%-8.6pp | 3.33%-22.0pp | -7.84%-10.8pp |
| Employer contribution / active EE | $4,868 | $4,471+8.9% | $6,166-21.0% | $2,596+87.5% |
| Participant deferral / active EE | $10,958 | $6,527+67.9% | $8,363+31.0% | $4,027+172.1% |
| Admin fee / account holder | $1,022 | $7,719-86.8% | $11,616-91.2% | $5,403-81.1% |