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 | $80,852 | $82,664-2.2% | $125,339-35.5% | $68,494+18.0% |
| Participation rate | 93.5% | 75.0%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -25.47% | -5.97%-19.5pp | 572.05%-597.5pp | -7.84%-17.6pp |
| Employer contribution / active EE | $14,454 | $3,381+327.5% | $4,814+200.3% | $2,596+456.7% |
| Participant deferral / active EE | $16,087 | $6,110+163.3% | $7,446+116.0% | $4,027+299.5% |
| Admin fee / account holder | $12,652 | $6,275+101.6% | $10,010+26.4% | $5,403+134.2% |