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 | $56,402 | $162,781-65.4% | $133,956-57.9% | $158,922-64.5% |
| Participation rate | 92.9% | 83.2%+9.6pp | 79.8%+13.0pp | 82.0%+10.9pp |
| Annual return | -10.43% | 41.94%-52.4pp | 45.09%-55.5pp | 302.83%-313.3pp |
| Employer contribution / active EE | $2,423 | $4,975-51.3% | $3,919-38.2% | $4,761-49.1% |
| Participant deferral / active EE | $5,984 | $5,911+1.2% | $5,048+18.6% | $5,9820% |
| Admin fee / account holder | $5,201 | $11,736-55.7% | $8,927-41.7% | $11,246-53.8% |