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 | $120,887 | $73,867+63.7% | $143,757-15.9% | $68,494+76.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -20.35% | 1.01%-21.4pp | -0.04%-20.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $9,480 | $3,184+197.7% | $4,951+91.5% | $2,596+265.1% |
| Participant deferral / active EE | $4,348 | $3,384+28.5% | $5,637-22.9% | $4,027+8.0% |
| Admin fee / account holder | $1,282 | $5,755-77.7% | $14,673-91.3% | $5,403-76.3% |