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 | $111,102 | $82,664+34.4% | $125,339-11.4% | $68,494+62.2% |
| Participation rate | 97.8% | 75.0%+22.8pp | 82.4%+15.5pp | 67.9%+29.9pp |
| Annual return | -19.54% | -5.97%-13.6pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $4,241 | $3,381+25.4% | $4,814-11.9% | $2,596+63.4% |
| Participant deferral / active EE | $8,763 | $6,110+43.4% | $7,446+17.7% | $4,027+117.6% |
| Admin fee / account holder | $804 | $6,275-87.2% | $10,010-92.0% | $5,403-85.1% |