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 | $78,647 | $105,931-25.8% | $81,930-4.0% | $158,922-50.5% |
| Participation rate | 92.9% | 75.6%+17.2pp | 72.0%+20.9pp | 82.0%+10.9pp |
| Annual return | -1.35% | 38.17%-39.5pp | 29.49%-30.8pp | 302.83%-304.2pp |
| Employer contribution / active EE | $5,883 | $7,800-24.6% | $4,310+36.5% | $4,761+23.6% |
| Participant deferral / active EE | $4,707 | $13,003-63.8% | $7,107-33.8% | $5,982-21.3% |
| Admin fee / account holder | $4,644 | $8,489-45.3% | $5,158-10.0% | $11,246-58.7% |