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 6-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 | $87,319 | $81,446+7.2% | $103,374-15.5% | $80,874+8.0% |
| Participation rate | 85.3% | 66.9%+18.4pp | 74.5%+10.8pp | 67.6%+17.6pp |
| Annual return | -61.29% | 25.57%-86.9pp | 24.89%-86.2pp | 35.62%-96.9pp |
| Employer contribution / active EE | $5,860 | $3,107+88.6% | $3,869+51.5% | $2,756+112.7% |
| Participant deferral / active EE | $12,898 | $3,870+233.3% | $5,058+155.0% | $4,297+200.2% |
| Admin fee / account holder | $6,960 | $6,715+3.6% | $8,394-17.1% | $6,935+0.4% |