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 | $73,629 | $82,664-10.9% | $125,339-41.3% | $68,494+7.5% |
| Participation rate | 78.5% | 75.0%+3.4pp | 82.4%-3.9pp | 67.9%+10.6pp |
| Annual return | -20.33% | -5.97%-14.4pp | 572.05%-592.4pp | -7.84%-12.5pp |
| Employer contribution / active EE | $2,987 | $3,381-11.7% | $4,814-38.0% | $2,596+15.0% |
| Participant deferral / active EE | $7,028 | $6,110+15.0% | $7,446-5.6% | $4,027+74.5% |
| Admin fee / account holder | $1,392 | $6,275-77.8% | $10,010-86.1% | $5,403-74.2% |