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 | $98,483 | $175,600-43.9% | $129,110-23.7% | $134,475-26.8% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.3%+2.7pp | 81.2%-1.2pp |
| Annual return | -21.12% | -11.39%-9.7pp | -10.94%-10.2pp | 417.96%-439.1pp |
| Employer contribution / active EE | $9,935 | $6,355+56.3% | $5,052+96.7% | $4,740+109.6% |
| Participant deferral / active EE | $12,382 | $7,975+55.3% | $6,542+89.3% | $6,400+93.5% |
| Admin fee / account holder | $44,947 | $23,567+90.7% | $14,302+214.3% | $11,426+293.4% |