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 | $77,541 | $105,860-26.8% | $90,749-14.6% | $134,475-42.3% |
| Participation rate | 86.7% | 78.2%+8.4pp | 75.7%+11.0pp | 81.2%+5.4pp |
| Annual return | -25.28% | -11.01%-14.3pp | -12.16%-13.1pp | 417.96%-443.2pp |
| Employer contribution / active EE | $4,455 | $3,462+28.7% | $2,921+52.5% | $4,740-6.0% |
| Participant deferral / active EE | $10,248 | $5,216+96.5% | $4,564+124.5% | $6,400+60.1% |
| Admin fee / account holder | $662 | $13,938-95.3% | $8,445-92.2% | $11,426-94.2% |