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 | $125,521 | $167,307-25.0% | $143,757-12.7% | $134,475-6.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -33.07% | 0.46%-33.5pp | -0.04%-33.0pp | 417.96%-451.0pp |
| Employer contribution / active EE | $1,945 | $5,619-65.4% | $4,951-60.7% | $4,740-59.0% |
| Participant deferral / active EE | $10,129 | $6,446+57.1% | $5,637+79.7% | $6,400+58.3% |
| Admin fee / account holder | $325 | $18,088-98.2% | $14,673-97.8% | $11,426-97.2% |