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 | $81,704 | $69,010+18.4% | $159,960-48.9% | $68,494+19.3% |
| Participation rate | 70.0% | 65.4%+4.6pp | 78.0%-8.0pp | 67.9%+2.1pp |
| Annual return | -20.97% | -9.65%-11.3pp | 408.60%-429.6pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,122 | $2,213-49.3% | $4,226-73.4% | $2,596-56.8% |
| Participant deferral / active EE | $8,671 | $4,212+105.9% | $6,182+40.2% | $4,027+115.3% |
| Admin fee / account holder | $4,325 | $4,798-9.9% | $8,698-50.3% | $5,403-20.0% |