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 | $105,611 | $133,958-21.2% | $112,228-5.9% | $134,475-21.5% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.1%+18.3pp | 81.2%+12.1pp |
| Annual return | -22.61% | 47.11%-69.7pp | 27.45%-50.1pp | 417.96%-440.6pp |
| Employer contribution / active EE | $2,968 | $4,038-26.5% | $3,635-18.3% | $4,740-37.4% |
| Participant deferral / active EE | $9,494 | $5,291+79.4% | $4,728+100.8% | $6,400+48.3% |
| Admin fee / account holder | $2,128 | $7,489-71.6% | $6,410-66.8% | $11,426-81.4% |