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 | $88,761 | $90,590-2.0% | $90,782-2.2% | $135,375-34.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -11.94% | -3.40%-8.5pp | -3.42%-8.5pp | 519.73%-531.7pp |
| Employer contribution / active EE | $15,145 | $4,352+248.0% | $4,105+268.9% | $4,779+216.9% |
| Participant deferral / active EE | $8,775 | $5,407+62.3% | $5,366+63.5% | $5,609+56.5% |
| Admin fee / account holder | $2,210 | $7,683-71.2% | $5,908-62.6% | $10,827-79.6% |