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 9-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 | $113,817 | $228,332-50.2% | $185,823-38.7% | $158,922-28.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -14.28% | 40.80%-55.1pp | 35.95%-50.2pp | 302.83%-317.1pp |
| Employer contribution / active EE | $19,480 | $4,967+292.2% | $4,087+376.6% | $4,761+309.1% |
| Participant deferral / active EE | $12,625 | $6,415+96.8% | $5,632+124.2% | $5,982+111.0% |
| Admin fee / account holder | $848 | $11,864-92.9% | $9,500-91.1% | $11,246-92.5% |