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 | $83,357 | $73,867+12.8% | $143,757-42.0% | $68,494+21.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -20.23% | 1.01%-21.2pp | -0.04%-20.2pp | -7.84%-12.4pp |
| Employer contribution / active EE | $8,443 | $3,184+165.1% | $4,951+70.5% | $2,596+225.2% |
| Participant deferral / active EE | $8,256 | $3,384+143.9% | $5,637+46.5% | $4,027+105.0% |
| Admin fee / account holder | $4,464 | $5,755-22.4% | $14,673-69.6% | $5,403-17.4% |