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 | $70,748 | $142,344-50.3% | $119,609-40.9% | $134,475-47.4% |
| Participation rate | 92.9% | 82.8%+10.0pp | 79.3%+13.6pp | 81.2%+11.6pp |
| Annual return | -21.59% | -12.44%-9.1pp | -14.97%-6.6pp | 417.96%-439.6pp |
| Employer contribution / active EE | $7,637 | $5,222+46.3% | $4,232+80.5% | $4,740+61.1% |
| Participant deferral / active EE | $6,055 | $6,469-6.4% | $5,602+8.1% | $6,400-5.4% |
| Admin fee / account holder | $3,461 | $13,584-74.5% | $10,323-66.5% | $11,426-69.7% |