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 | $87,571 | $142,344-38.5% | $119,609-26.8% | $134,475-34.9% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | -20.61% | -12.44%-8.2pp | -14.97%-5.6pp | 417.96%-438.6pp |
| Employer contribution / active EE | $8,113 | $5,222+55.4% | $4,232+91.7% | $4,740+71.2% |
| Participant deferral / active EE | $5,788 | $6,469-10.5% | $5,602+3.3% | $6,400-9.6% |
| Admin fee / account holder | $1,171 | $13,584-91.4% | $10,323-88.7% | $11,426-89.8% |