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 | $103,802 | $179,726-42.2% | $156,263-33.6% | $142,382-27.1% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | -0.50% | 77.86%-78.4pp | 59.47%-60.0pp | 217.08%-217.6pp |
| Employer contribution / active EE | $17,579 | $5,069+246.8% | $4,333+305.7% | $4,299+308.9% |
| Participant deferral / active EE | $0 | $6,956-100.0% | $6,158-100.0% | $6,507-100.0% |
| Admin fee / account holder | $14,371 | $17,272-16.8% | $14,255+0.8% | $12,624+13.8% |