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 | $69,042 | $127,100-45.7% | $105,738-34.7% | $135,375-49.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -13.68% | 4.49%-18.2pp | 6.27%-20.0pp | 519.73%-533.4pp |
| Employer contribution / active EE | $6,426 | $4,107+56.5% | $3,268+96.6% | $4,779+34.5% |
| Participant deferral / active EE | $6,502 | $5,064+28.4% | $4,080+59.4% | $5,609+15.9% |
| Admin fee / account holder | $8,512 | $9,087-6.3% | $6,913+23.1% | $10,827-21.4% |