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 | $95,455 | $82,664+15.5% | $125,339-23.8% | $68,494+39.4% |
| Participation rate | 89.8% | 75.0%+14.8pp | 82.4%+7.5pp | 67.9%+21.9pp |
| Annual return | -31.28% | -5.97%-25.3pp | 572.05%-603.3pp | -7.84%-23.4pp |
| Employer contribution / active EE | $908 | $3,381-73.1% | $4,814-81.1% | $2,596-65.0% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $411 | $6,275-93.4% | $10,010-95.9% | $5,403-92.4% |