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 | $86,032 | $69,010+24.7% | $159,960-46.2% | $68,494+25.6% |
| Participation rate | 96.3% | 65.4%+30.9pp | 78.0%+18.3pp | 67.9%+28.4pp |
| Annual return | -20.42% | -9.65%-10.8pp | 408.60%-429.0pp | -7.84%-12.6pp |
| Employer contribution / active EE | $2,090 | $2,213-5.6% | $4,226-50.5% | $2,596-19.5% |
| Participant deferral / active EE | $7,019 | $4,212+66.6% | $6,182+13.5% | $4,027+74.3% |
| Admin fee / account holder | $2,666 | $4,798-44.4% | $8,698-69.3% | $5,403-50.7% |