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 | $143,374 | $167,307-14.3% | $143,757-0.3% | $134,475+6.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.09% | 0.46%-23.5pp | -0.04%-23.0pp | 417.96%-441.1pp |
| Employer contribution / active EE | $6,376 | $5,619+13.5% | $4,951+28.8% | $4,740+34.5% |
| Participant deferral / active EE | $3,479 | $6,446-46.0% | $5,637-38.3% | $6,400-45.6% |
| Admin fee / account holder | $15,527 | $18,088-14.2% | $14,673+5.8% | $11,426+35.9% |