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 | $98,140 | $167,307-41.3% | $143,757-31.7% | $134,475-27.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.57% | 0.46%-22.0pp | -0.04%-21.5pp | 417.96%-439.5pp |
| Employer contribution / active EE | $7,695 | $5,619+36.9% | $4,951+55.4% | $4,740+62.4% |
| Participant deferral / active EE | $5,019 | $6,446-22.1% | $5,637-11.0% | $6,400-21.6% |
| Admin fee / account holder | $5,034 | $18,088-72.2% | $14,673-65.7% | $11,426-55.9% |