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 | $101,541 | $148,534-31.6% | $135,903-25.3% | $139,434-27.2% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | -7.71% | 79.19%-86.9pp | 68.23%-75.9pp | 372.94%-380.7pp |
| Employer contribution / active EE | $5,615 | $5,243+7.1% | $4,856+15.6% | $4,751+18.2% |
| Participant deferral / active EE | $10,892 | $8,100+34.5% | $7,758+40.4% | $6,710+62.3% |
| Admin fee / account holder | $4,342 | $12,400-65.0% | $10,762-59.7% | $11,403-61.9% |