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 | $89,430 | $81,900+9.2% | $119,609-25.2% | $68,494+30.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -22.59% | -23.82%+1.2pp | -14.97%-7.6pp | -7.84%-14.7pp |
| Employer contribution / active EE | $1,513 | $2,693-43.8% | $4,232-64.2% | $2,596-41.7% |
| Participant deferral / active EE | $2,889 | $4,148-30.3% | $5,602-48.4% | $4,027-28.3% |
| Admin fee / account holder | $3,168 | $6,582-51.9% | $10,323-69.3% | $5,403-41.4% |