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 | $106,939 | $81,900+30.6% | $119,609-10.6% | $68,494+56.1% |
| Participation rate | 91.8% | 71.9%+19.9pp | 79.3%+12.5pp | 67.9%+23.9pp |
| Annual return | -21.03% | -23.82%+2.8pp | -14.97%-6.1pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,564 | $2,693-41.9% | $4,232-63.0% | $2,596-39.7% |
| Participant deferral / active EE | $4,569 | $4,148+10.2% | $5,602-18.4% | $4,027+13.5% |
| Admin fee / account holder | $11,972 | $6,582+81.9% | $10,323+16.0% | $5,403+121.6% |