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 | $65,698 | $107,791-39.1% | $90,645-27.5% | $135,375-51.5% |
| Participation rate | 90.0% | 78.0%+12.0pp | 74.0%+16.0pp | 82.6%+7.4pp |
| Annual return | -11.15% | -0.90%-10.2pp | 1.88%-13.0pp | 519.73%-530.9pp |
| Employer contribution / active EE | $9,210 | $3,018+205.2% | $2,532+263.8% | $4,779+92.7% |
| Participant deferral / active EE | $6,356 | $3,872+64.1% | $3,425+85.6% | $5,609+13.3% |
| Admin fee / account holder | $2,644 | $5,930-55.4% | $4,994-47.1% | $10,827-75.6% |