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 | $129,746 | $147,167-11.8% | $111,392+16.5% | $135,375-4.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -8.89% | -4.44%-4.4pp | -2.06%-6.8pp | 519.73%-528.6pp |
| Employer contribution / active EE | $5,466 | $5,204+5.0% | $4,328+26.3% | $4,779+14.4% |
| Participant deferral / active EE | $10,380 | $6,565+58.1% | $5,567+86.5% | $5,609+85.1% |
| Admin fee / account holder | $3,249 | $20,270-84.0% | $12,266-73.5% | $10,827-70.0% |