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 | $86,281 | $102,605-15.9% | $145,661-40.8% | $84,808+1.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 77.2%+22.8pp | 68.3%+31.7pp |
| Annual return | -6.24% | 26.50%-32.7pp | 101.46%-107.7pp | 40.90%-47.1pp |
| Employer contribution / active EE | $18,014 | $3,325+441.8% | $4,238+325.1% | $2,631+584.7% |
| Participant deferral / active EE | $0 | $5,750-100.0% | $7,198-100.0% | $4,212-100.0% |
| Admin fee / account holder | $8,096 | $8,758-7.6% | $12,466-35.1% | $7,344+10.2% |