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 | $116,195 | $82,664+40.6% | $125,339-7.3% | $68,494+69.6% |
| Participation rate | 90.3% | 75.0%+15.3pp | 82.4%+8.0pp | 67.9%+22.4pp |
| Annual return | -20.26% | -5.97%-14.3pp | 572.05%-592.3pp | -7.84%-12.4pp |
| Employer contribution / active EE | $2,312 | $3,381-31.6% | $4,814-52.0% | $2,596-11.0% |
| Participant deferral / active EE | $6,412 | $6,110+4.9% | $7,446-13.9% | $4,027+59.2% |
| Admin fee / account holder | $2,713 | $6,275-56.8% | $10,010-72.9% | $5,403-49.8% |