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 | $105,888 | $82,664+28.1% | $125,339-15.5% | $68,494+54.6% |
| Participation rate | 80.8% | 75.0%+5.7pp | 82.4%-1.6pp | 67.9%+12.9pp |
| Annual return | -22.03% | -5.97%-16.1pp | 572.05%-594.1pp | -7.84%-14.2pp |
| Employer contribution / active EE | $3,706 | $3,381+9.6% | $4,814-23.0% | $2,596+42.7% |
| Participant deferral / active EE | $8,518 | $6,110+39.4% | $7,446+14.4% | $4,027+111.5% |
| Admin fee / account holder | $795 | $6,275-87.3% | $10,010-92.1% | $5,403-85.3% |