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 | $88,963 | $167,484-46.9% | $151,611-41.3% | $134,475-33.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.89% | 7.80%-31.7pp | 3.33%-27.2pp | 417.96%-441.9pp |
| Employer contribution / active EE | $17,400 | $6,829+154.8% | $6,166+182.2% | $4,740+267.1% |
| Participant deferral / active EE | $10,910 | $8,986+21.4% | $8,363+30.5% | $6,400+70.5% |
| Admin fee / account holder | $12,094 | $13,783-12.3% | $11,616+4.1% | $11,426+5.8% |