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 | $91,920 | $54,229+69.5% | $70,092+31.1% | $68,494+34.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -20.31% | -13.87%-6.4pp | 190.73%-211.0pp | -7.84%-12.5pp |
| Employer contribution / active EE | $6,840 | $2,018+238.9% | $2,559+167.3% | $2,596+163.5% |
| Participant deferral / active EE | $6,986 | $2,956+136.4% | $3,849+81.5% | $4,027+73.5% |
| Admin fee / account holder | $5,621 | $4,694+19.7% | $6,267-10.3% | $5,403+4.0% |