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 | $59,130 | $105,860-44.1% | $90,749-34.8% | $134,475-56.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -23.29% | -11.01%-12.3pp | -12.16%-11.1pp | 417.96%-441.3pp |
| Employer contribution / active EE | $3,293 | $3,462-4.9% | $2,921+12.7% | $4,740-30.5% |
| Participant deferral / active EE | $1,972 | $5,216-62.2% | $4,564-56.8% | $6,400-69.2% |
| Admin fee / account holder | $3,641 | $13,938-73.9% | $8,445-56.9% | $11,426-68.1% |