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 | $101,868 | $167,307-39.1% | $143,757-29.1% | $134,475-24.2% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -20.09% | 0.46%-20.6pp | -0.04%-20.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,599 | $5,619-71.5% | $4,951-67.7% | $4,740-66.3% |
| Participant deferral / active EE | $5,097 | $6,446-20.9% | $5,637-9.6% | $6,400-20.4% |
| Admin fee / account holder | $6,638 | $18,088-63.3% | $14,673-54.8% | $11,426-41.9% |