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 | $163,627 | $211,958-22.8% | $169,463-3.4% | $135,375+20.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.99% | 3.26%-13.3pp | 1.83%-11.8pp | 519.73%-529.7pp |
| Employer contribution / active EE | $6,544 | $5,120+27.8% | $4,159+57.3% | $4,779+36.9% |
| Participant deferral / active EE | $8,022 | $6,075+32.0% | $5,277+52.0% | $5,609+43.0% |
| Admin fee / account holder | $6,681 | $11,471-41.8% | $9,109-26.7% | $10,827-38.3% |