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 | $67,246 | $142,344-52.8% | $119,609-43.8% | $134,475-50.0% |
| Participation rate | 92.9% | 82.8%+10.0pp | 79.3%+13.6pp | 81.2%+11.6pp |
| Annual return | -21.28% | -12.44%-8.8pp | -14.97%-6.3pp | 417.96%-439.2pp |
| Employer contribution / active EE | $3,730 | $5,222-28.6% | $4,232-11.9% | $4,740-21.3% |
| Participant deferral / active EE | $12,760 | $6,469+97.2% | $5,602+127.8% | $6,400+99.4% |
| Admin fee / account holder | $15,432 | $13,584+13.6% | $10,323+49.5% | $11,426+35.1% |