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 | $81,366 | $82,664-1.6% | $125,339-35.1% | $68,494+18.8% |
| Participation rate | 95.0% | 75.0%+20.0pp | 82.4%+12.6pp | 67.9%+27.1pp |
| Annual return | -20.89% | -5.97%-14.9pp | 572.05%-592.9pp | -7.84%-13.0pp |
| Employer contribution / active EE | $7,281 | $3,381+115.3% | $4,814+51.3% | $2,596+180.4% |
| Participant deferral / active EE | $9,832 | $6,110+60.9% | $7,446+32.0% | $4,027+144.1% |
| Admin fee / account holder | $2,711 | $6,275-56.8% | $10,010-72.9% | $5,403-49.8% |