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 | $114,517 | $82,664+38.5% | $125,339-8.6% | $68,494+67.2% |
| Participation rate | 96.9% | 75.0%+21.8pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | -50.54% | -5.97%-44.6pp | 572.05%-622.6pp | -7.84%-42.7pp |
| Employer contribution / active EE | $7,098 | $3,381+109.9% | $4,814+47.5% | $2,596+173.4% |
| Participant deferral / active EE | $2,652 | $6,110-56.6% | $7,446-64.4% | $4,027-34.2% |
| Admin fee / account holder | $3,208 | $6,275-48.9% | $10,010-68.0% | $5,403-40.6% |