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 | $84,189 | $93,571-10.0% | $135,903-38.1% | $75,163+12.0% |
| Participation rate | 97.6% | 75.2%+22.4pp | 81.9%+15.7pp | 67.2%+30.4pp |
| Annual return | -8.60% | 30.90%-39.5pp | 68.23%-76.8pp | 160.62%-169.2pp |
| Employer contribution / active EE | $6,690 | $3,537+89.2% | $4,856+37.8% | $2,670+150.6% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $662 | $6,975-90.5% | $10,762-93.9% | $5,651-88.3% |