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 | $99,773 | $153,311-34.9% | $109,313-8.7% | $273,961-63.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -1.03% | 29.86%-30.9pp | 22.07%-23.1pp | 41.45%-42.5pp |
| Employer contribution / active EE | $2,845 | $5,619-49.4% | $3,892-26.9% | $4,869-41.6% |
| Participant deferral / active EE | $6,217 | $3,932+58.1% | $3,166+96.3% | $5,287+17.6% |
| Admin fee / account holder | $904 | $8,076-88.8% | $5,666-84.0% | $10,132-91.1% |