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 | $108,578 | $142,344-23.7% | $119,609-9.2% | $134,475-19.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.10% | -12.44%-7.7pp | -14.97%-5.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $3,267 | $5,222-37.4% | $4,232-22.8% | $4,740-31.1% |
| Participant deferral / active EE | $15,173 | $6,469+134.5% | $5,602+170.8% | $6,400+137.1% |
| Admin fee / account holder | $8,750 | $13,584-35.6% | $10,323-15.2% | $11,426-23.4% |