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 | $103,759 | $69,010+50.4% | $159,960-35.1% | $68,494+51.5% |
| Participation rate | 81.4% | 65.4%+16.0pp | 78.0%+3.5pp | 67.9%+13.5pp |
| Annual return | -19.70% | -9.65%-10.1pp | 408.60%-428.3pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,645 | $2,213-25.7% | $4,226-61.1% | $2,596-36.6% |
| Participant deferral / active EE | $10,721 | $4,212+154.5% | $6,182+73.4% | $4,027+166.2% |
| Admin fee / account holder | $13,373 | $4,798+178.7% | $8,698+53.8% | $5,403+147.5% |