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 | $93,724 | $95,803-2.2% | $113,168-17.2% | $84,808+10.5% |
| Participation rate | 88.5% | 72.9%+15.6pp | 76.6%+11.9pp | 68.3%+20.2pp |
| Annual return | -59.29% | 25.00%-84.3pp | 24.27%-83.6pp | 40.90%-100.2pp |
| Employer contribution / active EE | $3,657 | $2,360+55.0% | $2,975+22.9% | $2,631+39.0% |
| Participant deferral / active EE | $5,034 | $4,242+18.7% | $5,107-1.4% | $4,212+19.5% |
| Admin fee / account holder | $108,254 | $8,989+1104.3% | $12,068+797.1% | $7,344+1374.1% |