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 | $88,078 | $113,935-22.7% | $94,224-6.5% | $125,391-29.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -6.71% | 5.29%-12.0pp | 10.68%-17.4pp | 282.22%-288.9pp |
| Employer contribution / active EE | $3,480 | $4,727-26.4% | $3,587-3.0% | $4,866-28.5% |
| Participant deferral / active EE | $7,099 | $5,179+37.1% | $4,320+64.3% | $5,352+32.6% |
| Admin fee / account holder | $4,429 | $8,391-47.2% | $6,269-29.4% | $9,540-53.6% |