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 9-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 | $109,504 | $73,867+48.2% | $143,757-23.8% | $68,494+59.9% |
| Participation rate | 96.8% | 66.7%+30.1pp | 80.3%+16.5pp | 67.9%+28.9pp |
| Annual return | -21.47% | 1.01%-22.5pp | -0.04%-21.4pp | -7.84%-13.6pp |
| Employer contribution / active EE | $1,959 | $3,184-38.5% | $4,951-60.4% | $2,596-24.5% |
| Participant deferral / active EE | $3,008 | $3,384-11.1% | $5,637-46.6% | $4,027-25.3% |
| Admin fee / account holder | $11,045 | $5,755+91.9% | $14,673-24.7% | $5,403+104.4% |