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 | $91,779 | $71,883+27.7% | $86,677+5.9% | $68,494+34.0% |
| Participation rate | 84.4% | 72.2%+12.1pp | 76.6%+7.8pp | 67.9%+16.5pp |
| Annual return | -27.53% | 3.52%-31.1pp | 35.91%-63.4pp | -7.84%-19.7pp |
| Employer contribution / active EE | $1,892 | $2,173-12.9% | $2,836-33.3% | $2,596-27.1% |
| Participant deferral / active EE | $2,025 | $3,779-46.4% | $4,656-56.5% | $4,027-49.7% |
| Admin fee / account holder | $892 | $6,112-85.4% | $7,493-88.1% | $5,403-83.5% |