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 7-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 | $102,296 | $162,781-37.2% | $133,956-23.6% | $158,922-35.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -11.18% | 41.94%-53.1pp | 45.09%-56.3pp | 302.83%-314.0pp |
| Employer contribution / active EE | $3,285 | $4,975-34.0% | $3,919-16.2% | $4,761-31.0% |
| Participant deferral / active EE | $6,500 | $5,911+10.0% | $5,048+28.8% | $5,982+8.7% |
| Admin fee / account holder | $12,181 | $11,736+3.8% | $8,927+36.4% | $11,246+8.3% |