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 | $55,995 | $181,894-69.2% | $156,549-64.2% | $273,961-79.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -20.12% | 30.74%-50.9pp | 32.23%-52.3pp | 41.45%-61.6pp |
| Employer contribution / active EE | $22,526 | $6,248+260.5% | $5,501+309.5% | $4,869+362.7% |
| Participant deferral / active EE | $11,777 | $5,550+112.2% | $4,871+141.8% | $5,287+122.7% |
| Admin fee / account holder | $2,366 | $15,559-84.8% | $13,027-81.8% | $10,132-76.6% |