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 | $98,358 | $82,664+19.0% | $125,339-21.5% | $68,494+43.6% |
| Participation rate | 81.8% | 75.0%+6.8pp | 82.4%-0.6pp | 67.9%+13.9pp |
| Annual return | -23.67% | -5.97%-17.7pp | 572.05%-595.7pp | -7.84%-15.8pp |
| Employer contribution / active EE | $5,380 | $3,381+59.1% | $4,814+11.8% | $2,596+107.2% |
| Participant deferral / active EE | $8,995 | $6,110+47.2% | $7,446+20.8% | $4,027+123.4% |
| Admin fee / account holder | $4,995 | $6,275-20.4% | $10,010-50.1% | $5,403-7.5% |