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 | $134,500 | $82,664+62.7% | $125,339+7.3% | $68,494+96.4% |
| Participation rate | 79.2% | 75.0%+4.2pp | 82.4%-3.1pp | 67.9%+11.4pp |
| Annual return | -20.10% | -5.97%-14.1pp | 572.05%-592.2pp | -7.84%-12.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,309 | $6,110-13.1% | $7,446-28.7% | $4,027+31.8% |
| Admin fee / account holder | $2,775 | $6,275-55.8% | $10,010-72.3% | $5,403-48.6% |