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 | $83,434 | $167,307-50.1% | $143,757-42.0% | $134,475-38.0% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -21.98% | 0.46%-22.4pp | -0.04%-21.9pp | 417.96%-439.9pp |
| Employer contribution / active EE | $10,407 | $5,619+85.2% | $4,951+110.2% | $4,740+119.6% |
| Participant deferral / active EE | $6,406 | $6,446-0.6% | $5,637+13.6% | $6,400+0.1% |
| Admin fee / account holder | $53,210 | $18,088+194.2% | $14,673+262.6% | $11,426+365.7% |