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 | $99,452 | $114,381-13.1% | $107,525-7.5% | $142,382-30.2% |
| Participation rate | 95.7% | 78.1%+17.5pp | 75.1%+20.6pp | 80.1%+15.5pp |
| Annual return | -16.86% | 242.71%-259.6pp | 181.32%-198.2pp | 217.08%-233.9pp |
| Employer contribution / active EE | $8,441 | $4,015+110.2% | $3,754+124.9% | $4,299+96.3% |
| Participant deferral / active EE | $9,788 | $5,564+75.9% | $5,116+91.3% | $6,507+50.4% |
| Admin fee / account holder | $6,671 | $9,860-32.3% | $8,919-25.2% | $12,624-47.2% |