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 | $85,321 | $81,900+4.2% | $119,609-28.7% | $68,494+24.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -19.27% | -23.82%+4.6pp | -14.97%-4.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $3,297 | $2,693+22.4% | $4,232-22.1% | $2,596+27.0% |
| Participant deferral / active EE | $8,074 | $4,148+94.7% | $5,602+44.1% | $4,027+100.5% |
| Admin fee / account holder | $1,393 | $6,582-78.8% | $10,323-86.5% | $5,403-74.2% |