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 | $116,354 | $197,591-41.1% | $177,821-34.6% | $158,922-26.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -2.57% | 58.76%-61.3pp | 48.32%-50.9pp | 302.83%-305.4pp |
| Employer contribution / active EE | $7,286 | $6,697+8.8% | $5,918+23.1% | $4,761+53.0% |
| Participant deferral / active EE | $6,131 | $8,405-27.1% | $7,714-20.5% | $5,982+2.5% |
| Admin fee / account holder | $7,610 | $15,399-50.6% | $12,427-38.8% | $11,246-32.3% |