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 | $145,130 | $73,867+96.5% | $143,757+1.0% | $68,494+111.9% |
| Participation rate | 87.9% | 66.7%+21.2pp | 80.3%+7.6pp | 67.9%+20.0pp |
| Annual return | -19.74% | 1.01%-20.7pp | -0.04%-19.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $4,454 | $3,184+39.9% | $4,951-10.0% | $2,596+71.6% |
| Participant deferral / active EE | $7,313 | $3,384+116.1% | $5,637+29.7% | $4,027+81.6% |
| Admin fee / account holder | $2,092 | $5,755-63.6% | $14,673-85.7% | $5,403-61.3% |