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 | $69,339 | $82,664-16.1% | $125,339-44.7% | $68,494+1.2% |
| Participation rate | 91.2% | 75.0%+16.1pp | 82.4%+8.8pp | 67.9%+23.3pp |
| Annual return | -19.83% | -5.97%-13.9pp | 572.05%-591.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,324 | $3,381-60.8% | $4,814-72.5% | $2,596-49.0% |
| Participant deferral / active EE | $5,877 | $6,110-3.8% | $7,446-21.1% | $4,027+45.9% |
| Admin fee / account holder | $4,766 | $6,275-24.1% | $10,010-52.4% | $5,403-11.8% |