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 | $107,010 | $167,307-36.0% | $143,757-25.6% | $134,475-20.4% |
| Participation rate | 77.3% | 84.8%-7.5pp | 80.3%-3.0pp | 81.2%-3.9pp |
| Annual return | -20.82% | 0.46%-21.3pp | -0.04%-20.8pp | 417.96%-438.8pp |
| Employer contribution / active EE | $11,534 | $5,619+105.3% | $4,951+133.0% | $4,740+143.4% |
| Participant deferral / active EE | $8,266 | $6,446+28.2% | $5,637+46.6% | $6,400+29.2% |
| Admin fee / account holder | $1,570 | $18,088-91.3% | $14,673-89.3% | $11,426-86.3% |