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 | $106,133 | $140,588-24.5% | $123,104-13.8% | $125,391-15.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -6.04% | 16.80%-22.8pp | 13.22%-19.3pp | 282.22%-288.3pp |
| Employer contribution / active EE | $1,505 | $6,041-75.1% | $5,151-70.8% | $4,866-69.1% |
| Participant deferral / active EE | $3,750 | $6,980-46.3% | $6,230-39.8% | $5,352-29.9% |
| Admin fee / account holder | $456 | $11,198-95.9% | $9,015-94.9% | $9,540-95.2% |