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 | $88,898 | $109,413-18.7% | $156,263-43.1% | $84,808+4.8% |
| Participation rate | 97.1% | 72.7%+24.4pp | 78.9%+18.2pp | 68.3%+28.7pp |
| Annual return | -9.77% | 20.18%-30.0pp | 59.47%-69.2pp | 40.90%-50.7pp |
| Employer contribution / active EE | $17,746 | $2,907+510.5% | $4,333+309.5% | $2,631+574.5% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $11,173 | $9,357+19.4% | $14,255-21.6% | $7,344+52.1% |