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 | $84,424 | $167,307-49.5% | $143,757-41.3% | $134,475-37.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -29.27% | 0.46%-29.7pp | -0.04%-29.2pp | 417.96%-447.2pp |
| Employer contribution / active EE | $7,758 | $5,619+38.1% | $4,951+56.7% | $4,740+63.7% |
| Participant deferral / active EE | $6,495 | $6,446+0.8% | $5,637+15.2% | $6,400+1.5% |
| Admin fee / account holder | $7,470 | $18,088-58.7% | $14,673-49.1% | $11,426-34.6% |