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 | $69,832 | $82,664-15.5% | $125,339-44.3% | $68,494+2.0% |
| Participation rate | 81.1% | 75.0%+6.0pp | 82.4%-1.3pp | 67.9%+13.2pp |
| Annual return | -23.77% | -5.97%-17.8pp | 572.05%-595.8pp | -7.84%-15.9pp |
| Employer contribution / active EE | $2,433 | $3,381-28.0% | $4,814-49.5% | $2,596-6.3% |
| Participant deferral / active EE | $4,691 | $6,110-23.2% | $7,446-37.0% | $4,027+16.5% |
| Admin fee / account holder | $3,953 | $6,275-37.0% | $10,010-60.5% | $5,403-26.8% |