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 | $160,836 | $158,817+1.3% | $121,196+32.7% | $135,375+18.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -9.55% | -0.64%-8.9pp | 16.93%-26.5pp | 519.73%-529.3pp |
| Employer contribution / active EE | $5,118 | $5,665-9.7% | $4,022+27.3% | $4,779+7.1% |
| Participant deferral / active EE | $8,437 | $4,005+110.7% | $3,344+152.3% | $5,609+50.4% |
| Admin fee / account holder | $2,046 | $6,512-68.6% | $5,019-59.2% | $10,827-81.1% |