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 | $88,604 | $167,307-47.0% | $143,757-38.4% | $134,475-34.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.91% | 0.46%-24.4pp | -0.04%-23.9pp | 417.96%-441.9pp |
| Employer contribution / active EE | $3,399 | $5,619-39.5% | $4,951-31.3% | $4,740-28.3% |
| Participant deferral / active EE | $9,884 | $6,446+53.3% | $5,637+75.3% | $6,400+54.4% |
| Admin fee / account holder | $60,271 | $18,088+233.2% | $14,673+310.8% | $11,426+427.5% |