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 | $64,870 | $82,664-21.5% | $125,339-48.2% | $68,494-5.3% |
| Participation rate | 98.7% | 75.0%+23.7pp | 82.4%+16.4pp | 67.9%+30.8pp |
| Annual return | -20.14% | -5.97%-14.2pp | 572.05%-592.2pp | -7.84%-12.3pp |
| Employer contribution / active EE | $5,437 | $3,381+60.8% | $4,814+13.0% | $2,596+109.4% |
| Participant deferral / active EE | $8,668 | $6,110+41.8% | $7,446+16.4% | $4,027+115.2% |
| Admin fee / account holder | $933 | $6,275-85.1% | $10,010-90.7% | $5,403-82.7% |