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 | $93,721 | $110,094-14.9% | $151,611-38.2% | $68,494+36.8% |
| Participation rate | 76.5% | 84.0%-7.5pp | 87.5%-11.0pp | 67.9%+8.6pp |
| Annual return | -20.88% | -10.12%-10.8pp | 3.33%-24.2pp | -7.84%-13.0pp |
| Employer contribution / active EE | $1,966 | $4,471-56.0% | $6,166-68.1% | $2,596-24.3% |
| Participant deferral / active EE | $3,647 | $6,527-44.1% | $8,363-56.4% | $4,027-9.4% |
| Admin fee / account holder | $6,103 | $7,719-20.9% | $11,616-47.5% | $5,403+13.0% |