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 | $117,687 | $64,707+81.9% | $112,228+4.9% | $68,494+71.8% |
| Participation rate | 74.1% | 67.2%+7.0pp | 75.1%-0.9pp | 67.9%+6.2pp |
| Annual return | -20.53% | -11.40%-9.1pp | 27.45%-48.0pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,800 | $2,746-34.4% | $3,635-50.5% | $2,596-30.7% |
| Participant deferral / active EE | $6,518 | $3,565+82.8% | $4,728+37.9% | $4,027+61.8% |
| Admin fee / account holder | $17,619 | $5,232+236.7% | $6,410+174.9% | $5,403+226.1% |