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 | $154,223 | $105,860+45.7% | $90,749+69.9% | $134,475+14.7% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -22.13% | -11.01%-11.1pp | -12.16%-10.0pp | 417.96%-440.1pp |
| Employer contribution / active EE | $5,304 | $3,462+53.2% | $2,921+81.6% | $4,740+11.9% |
| Participant deferral / active EE | $6,310 | $5,216+21.0% | $4,564+38.3% | $6,400-1.4% |
| Admin fee / account holder | $3,339 | $13,938-76.0% | $8,445-60.5% | $11,426-70.8% |