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 | $66,354 | $99,032-33.0% | $80,019-17.1% | $135,375-51.0% |
| Participation rate | 86.7% | 78.4%+8.3pp | 75.8%+10.8pp | 82.6%+4.0pp |
| Annual return | -21.51% | 15.39%-36.9pp | 11.22%-32.7pp | 519.73%-541.2pp |
| Employer contribution / active EE | $12,867 | $3,043+322.8% | $2,468+421.4% | $4,779+169.2% |
| Participant deferral / active EE | $26,875 | $4,282+527.6% | $3,686+629.2% | $5,609+379.2% |
| Admin fee / account holder | $7,377 | $10,436-29.3% | $6,521+13.1% | $10,827-31.9% |