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 | $99,124 | $167,484-40.8% | $151,611-34.6% | $134,475-26.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.61% | 7.80%-33.4pp | 3.33%-28.9pp | 417.96%-443.6pp |
| Employer contribution / active EE | $22,867 | $6,829+234.8% | $6,166+270.9% | $4,740+382.5% |
| Participant deferral / active EE | $23,250 | $8,986+158.7% | $8,363+178.0% | $6,400+263.3% |
| Admin fee / account holder | $7,848 | $13,783-43.1% | $11,616-32.4% | $11,426-31.3% |