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 | $99,408 | $138,065-28.0% | $123,544-19.5% | $135,375-26.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.23% | 153.68%-165.9pp | 119.20%-131.4pp | 519.73%-532.0pp |
| Employer contribution / active EE | $4,970 | $5,151-3.5% | $4,628+7.4% | $4,779+4.0% |
| Participant deferral / active EE | $7,122 | $6,799+4.7% | $6,426+10.8% | $5,609+27.0% |
| Admin fee / account holder | $7,388 | $10,916-32.3% | $9,284-20.4% | $10,827-31.8% |