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 | $80,801 | $95,193-15.1% | $76,523+5.6% | $135,375-40.3% |
| Participation rate | 71.4% | 74.4%-3.0pp | 68.0%+3.4pp | 82.6%-11.2pp |
| Annual return | -10.69% | 4.85%-15.5pp | -0.27%-10.4pp | 519.73%-530.4pp |
| Employer contribution / active EE | $20,405 | $3,302+517.9% | $2,647+670.8% | $4,779+327.0% |
| Participant deferral / active EE | $9,021 | $4,639+94.5% | $3,835+135.2% | $5,609+60.8% |
| Admin fee / account holder | $689 | $6,249-89.0% | $4,848-85.8% | $10,827-93.6% |