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 | $91,596 | $81,900+11.8% | $119,609-23.4% | $68,494+33.7% |
| Participation rate | 89.7% | 71.9%+17.8pp | 79.3%+10.4pp | 67.9%+21.8pp |
| Annual return | -19.46% | -23.82%+4.4pp | -14.97%-4.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $16,092 | $2,693+497.5% | $4,232+280.3% | $2,596+519.8% |
| Participant deferral / active EE | $4,090 | $4,148-1.4% | $5,602-27.0% | $4,027+1.6% |
| Admin fee / account holder | $3,321 | $6,582-49.5% | $10,323-67.8% | $5,403-38.5% |