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 | $96,617 | $82,664+16.9% | $125,339-22.9% | $68,494+41.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -20.56% | -5.97%-14.6pp | 572.05%-592.6pp | -7.84%-12.7pp |
| Employer contribution / active EE | $4,283 | $3,381+26.7% | $4,814-11.0% | $2,596+64.9% |
| Participant deferral / active EE | $7,686 | $6,110+25.8% | $7,446+3.2% | $4,027+90.8% |
| Admin fee / account holder | $1,345 | $6,275-78.6% | $10,010-86.6% | $5,403-75.1% |