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 | $126,710 | $73,867+71.5% | $143,757-11.9% | $68,494+85.0% |
| Participation rate | 89.3% | 66.7%+22.6pp | 80.3%+9.0pp | 67.9%+21.4pp |
| Annual return | -19.94% | 1.01%-20.9pp | -0.04%-19.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $2,791 | $3,184-12.3% | $4,951-43.6% | $2,596+7.5% |
| Participant deferral / active EE | $7,416 | $3,384+119.1% | $5,637+31.6% | $4,027+84.1% |
| Admin fee / account holder | $544 | $5,755-90.6% | $14,673-96.3% | $5,403-89.9% |