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 | $86,577 | $94,529-8.4% | $140,016-38.2% | $64,186+34.9% |
| Participation rate | 94.0% | 84.1%+9.9pp | 87.5%+6.5pp | 69.6%+24.4pp |
| Annual return | -7.52% | 7.77%-15.3pp | 651.12%-658.6pp | 7.63%-15.2pp |
| Employer contribution / active EE | $5,284 | $3,812+38.6% | $5,606-5.7% | $2,381+121.9% |
| Participant deferral / active EE | $4,512 | $5,250-14.1% | $6,927-34.9% | $3,470+30.1% |
| Admin fee / account holder | $6,043 | $6,741-10.4% | $10,705-43.6% | $4,888+23.6% |