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 | $107,457 | $64,707+66.1% | $112,228-4.3% | $68,494+56.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -25.21% | -11.40%-13.8pp | 27.45%-52.7pp | -7.84%-17.4pp |
| Employer contribution / active EE | $2,141 | $2,746-22.0% | $3,635-41.1% | $2,596-17.5% |
| Participant deferral / active EE | $4,116 | $3,565+15.5% | $4,728-12.9% | $4,027+2.2% |
| Admin fee / account holder | $1,950 | $5,232-62.7% | $6,410-69.6% | $5,403-63.9% |