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 | $89,932 | $211,958-57.6% | $169,463-46.9% | $135,375-33.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.13% | 3.26%-13.4pp | 1.83%-12.0pp | 519.73%-529.9pp |
| Employer contribution / active EE | $3,905 | $5,120-23.7% | $4,159-6.1% | $4,779-18.3% |
| Participant deferral / active EE | $7,434 | $6,075+22.4% | $5,277+40.9% | $5,609+32.5% |
| Admin fee / account holder | $17,403 | $11,471+51.7% | $9,109+91.0% | $10,827+60.7% |