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 | $78,368 | $82,664-5.2% | $125,339-37.5% | $68,494+14.4% |
| Participation rate | 79.1% | 75.0%+4.0pp | 82.4%-3.3pp | 67.9%+11.2pp |
| Annual return | -20.89% | -5.97%-14.9pp | 572.05%-592.9pp | -7.84%-13.0pp |
| Employer contribution / active EE | $5,646 | $3,381+67.0% | $4,814+17.3% | $2,596+117.5% |
| Participant deferral / active EE | $7,590 | $6,110+24.2% | $7,446+1.9% | $4,027+88.5% |
| Admin fee / account holder | $5,325 | $6,275-15.1% | $10,010-46.8% | $5,403-1.4% |