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 7-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 | $81,328 | $72,177+12.7% | $115,037-29.3% | $59,632+36.4% |
| Participation rate | 90.9% | 72.6%+18.4pp | 81.4%+9.5pp | 68.7%+22.2pp |
| Annual return | -9.97% | 12.02%-22.0pp | 26.14%-36.1pp | 2041.28%-2051.3pp |
| Employer contribution / active EE | $3,802 | $2,841+33.8% | $4,608-17.5% | $2,203+72.6% |
| Participant deferral / active EE | $9,159 | $4,783+91.5% | $6,026+52.0% | $3,192+187.0% |
| Admin fee / account holder | $9,184 | $4,927+86.4% | $8,175+12.3% | $4,297+113.7% |