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 | $159,477 | $167,484-4.8% | $151,611+5.2% | $134,475+18.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -39.06% | 7.80%-46.9pp | 3.33%-42.4pp | 417.96%-457.0pp |
| Employer contribution / active EE | $12,569 | $6,829+84.0% | $6,166+103.8% | $4,740+165.2% |
| Participant deferral / active EE | $4,961 | $8,986-44.8% | $8,363-40.7% | $6,400-22.5% |
| Admin fee / account holder | $4,534 | $13,783-67.1% | $11,616-61.0% | $11,426-60.3% |