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 9-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 | $94,341 | $110,094-14.3% | $151,611-37.8% | $68,494+37.7% |
| Participation rate | 94.4% | 84.0%+10.5pp | 87.5%+6.9pp | 67.9%+26.6pp |
| Annual return | -19.09% | -10.12%-9.0pp | 3.33%-22.4pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,477 | $4,471-44.6% | $6,166-59.8% | $2,596-4.6% |
| Participant deferral / active EE | $6,933 | $6,527+6.2% | $8,363-17.1% | $4,027+72.2% |
| Admin fee / account holder | $33,262 | $7,719+330.9% | $11,616+186.3% | $5,403+515.7% |