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 | $94,819 | $92,222+2.8% | $76,768+23.5% | $135,375-30.0% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -9.37% | 5.46%-14.8pp | 2.43%-11.8pp | 519.73%-529.1pp |
| Employer contribution / active EE | $11,552 | $3,216+259.2% | $2,485+364.8% | $4,779+141.7% |
| Participant deferral / active EE | $8,621 | $4,509+91.2% | $3,852+123.8% | $5,609+53.7% |
| Admin fee / account holder | $955 | $10,748-91.1% | $6,675-85.7% | $10,827-91.2% |