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 | $85,665 | $167,307-48.8% | $143,757-40.4% | $134,475-36.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.99% | 0.46%-25.4pp | -0.04%-24.9pp | 417.96%-442.9pp |
| Employer contribution / active EE | $9,295 | $5,619+65.4% | $4,951+87.8% | $4,740+96.1% |
| Participant deferral / active EE | $4,263 | $6,446-33.9% | $5,637-24.4% | $6,400-33.4% |
| Admin fee / account holder | $553 | $18,088-96.9% | $14,673-96.2% | $11,426-95.2% |