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 | $90,683 | $140,588-35.5% | $123,104-26.3% | $125,391-27.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -11.20% | 16.80%-28.0pp | 13.22%-24.4pp | 282.22%-293.4pp |
| Employer contribution / active EE | $7,849 | $6,041+29.9% | $5,151+52.4% | $4,866+61.3% |
| Participant deferral / active EE | $17,371 | $6,980+148.8% | $6,230+178.8% | $5,352+224.6% |
| Admin fee / account holder | $4,589 | $11,198-59.0% | $9,015-49.1% | $9,540-51.9% |