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 | $68,236 | $69,010-1.1% | $159,960-57.3% | $68,494-0.4% |
| Participation rate | 84.3% | 65.4%+18.9pp | 78.0%+6.3pp | 67.9%+16.4pp |
| Annual return | -19.41% | -9.65%-9.8pp | 408.60%-428.0pp | -7.84%-11.6pp |
| Employer contribution / active EE | $7,531 | $2,213+240.2% | $4,226+78.2% | $2,596+190.1% |
| Participant deferral / active EE | $9,607 | $4,212+128.1% | $6,182+55.4% | $4,027+138.6% |
| Admin fee / account holder | $2,843 | $4,798-40.8% | $8,698-67.3% | $5,403-47.4% |