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 | $98,427 | $167,307-41.2% | $143,757-31.5% | $134,475-26.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -20.41% | 0.46%-20.9pp | -0.04%-20.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,250 | $5,619-60.0% | $4,951-54.6% | $4,740-52.5% |
| Participant deferral / active EE | $6,492 | $6,446+0.7% | $5,637+15.2% | $6,400+1.4% |
| Admin fee / account holder | $2,852 | $18,088-84.2% | $14,673-80.6% | $11,426-75.0% |