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 | $90,137 | $112,729-20.0% | $98,716-8.7% | $137,256-34.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | -26.97% | 38.48%-65.4pp | 31.81%-58.8pp | 220.34%-247.3pp |
| Employer contribution / active EE | $715 | $2,725-73.8% | $2,279-68.6% | $4,156-82.8% |
| Participant deferral / active EE | $16,578 | $4,640+257.3% | $4,048+309.6% | $6,407+158.8% |
| Admin fee / account holder | $54,038 | $10,129+433.5% | $8,703+520.9% | $12,270+340.4% |