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 | $105,905 | $142,344-25.6% | $119,609-11.5% | $134,475-21.2% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | -20.67% | -12.44%-8.2pp | -14.97%-5.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,722 | $5,222-67.0% | $4,232-59.3% | $4,740-63.7% |
| Participant deferral / active EE | $5,191 | $6,469-19.8% | $5,602-7.3% | $6,400-18.9% |
| Admin fee / account holder | $4,218 | $13,584-68.9% | $10,323-59.1% | $11,426-63.1% |