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 | $96,728 | $167,307-42.2% | $143,757-32.7% | $134,475-28.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -23.96% | 0.46%-24.4pp | -0.04%-23.9pp | 417.96%-441.9pp |
| Employer contribution / active EE | $19,981 | $5,619+255.6% | $4,951+303.6% | $4,740+321.6% |
| Participant deferral / active EE | $9,302 | $6,446+44.3% | $5,637+65.0% | $6,400+45.3% |
| Admin fee / account holder | $12,137 | $18,088-32.9% | $14,673-17.3% | $11,426+6.2% |