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 | $98,150 | $82,664+18.7% | $125,339-21.7% | $68,494+43.3% |
| Participation rate | 78.8% | 75.0%+3.7pp | 82.4%-3.6pp | 67.9%+10.9pp |
| Annual return | -20.50% | -5.97%-14.5pp | 572.05%-592.6pp | -7.84%-12.7pp |
| Employer contribution / active EE | $2,592 | $3,381-23.3% | $4,814-46.2% | $2,596-0.2% |
| Participant deferral / active EE | $5,993 | $6,110-1.9% | $7,446-19.5% | $4,027+48.8% |
| Admin fee / account holder | $3,938 | $6,275-37.2% | $10,010-60.7% | $5,403-27.1% |