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 | $91,714 | $72,177+27.1% | $115,037-20.3% | $59,632+53.8% |
| Participation rate | 85.1% | 72.6%+12.5pp | 81.4%+3.7pp | 68.7%+16.4pp |
| Annual return | -15.37% | 12.02%-27.4pp | 26.14%-41.5pp | 2041.28%-2056.7pp |
| Employer contribution / active EE | $13,144 | $2,841+362.6% | $4,608+185.2% | $2,203+496.7% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,072 | $4,927-17.4% | $8,175-50.2% | $4,297-5.2% |