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 | $140,198 | $106,515+31.6% | $96,683+45.0% | $139,434+0.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -30.01% | 38.43%-68.4pp | 35.69%-65.7pp | 372.94%-403.0pp |
| Employer contribution / active EE | $2,539 | $4,103-38.1% | $3,737-32.1% | $4,751-46.6% |
| Participant deferral / active EE | $6,089 | $5,454+11.6% | $4,878+24.8% | $6,710-9.3% |
| Admin fee / account holder | $4,944 | $7,877-37.2% | $6,730-26.5% | $11,403-56.6% |