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 | $166,623 | $211,958-21.4% | $169,463-1.7% | $135,375+23.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -14.97% | 3.26%-18.2pp | 1.83%-16.8pp | 519.73%-534.7pp |
| Employer contribution / active EE | $25,608 | $5,120+400.2% | $4,159+515.7% | $4,779+435.9% |
| Participant deferral / active EE | $14,715 | $6,075+142.2% | $5,277+178.9% | $5,609+162.4% |
| Admin fee / account holder | $2,135 | $11,471-81.4% | $9,109-76.6% | $10,827-80.3% |