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 | $71,449 | $77,813-8.2% | $123,544-42.2% | $64,186+11.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.63% | 12.48%-21.1pp | 119.20%-127.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $10,154 | $3,014+236.9% | $4,628+119.4% | $2,381+326.5% |
| Participant deferral / active EE | $10,844 | $5,240+106.9% | $6,426+68.8% | $3,470+212.5% |
| Admin fee / account holder | $4,864 | $5,519-11.9% | $9,284-47.6% | $4,888-0.5% |