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 | $137,248 | $140,588-2.4% | $123,104+11.5% | $125,391+9.5% |
| Participation rate | 85.7% | 88.2%-2.5pp | 86.8%-1.1pp | 83.2%+2.5pp |
| Annual return | -37.48% | 16.80%-54.3pp | 13.22%-50.7pp | 282.22%-319.7pp |
| Employer contribution / active EE | $6,971 | $6,041+15.4% | $5,151+35.3% | $4,866+43.3% |
| Participant deferral / active EE | $5,980 | $6,980-14.3% | $6,230-4.0% | $5,352+11.7% |
| Admin fee / account holder | $1,079 | $11,198-90.4% | $9,015-88.0% | $9,540-88.7% |