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 | $80,962 | $167,307-51.6% | $143,757-43.7% | $134,475-39.8% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -20.86% | 0.46%-21.3pp | -0.04%-20.8pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,813 | $5,619-67.7% | $4,951-63.4% | $4,740-61.8% |
| Participant deferral / active EE | $6,204 | $6,446-3.8% | $5,637+10.1% | $6,400-3.1% |
| Admin fee / account holder | $37,214 | $18,088+105.7% | $14,673+153.6% | $11,426+225.7% |