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 | $57,364 | $147,167-61.0% | $111,392-48.5% | $135,375-57.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -8.34% | -4.44%-3.9pp | -2.06%-6.3pp | 519.73%-528.1pp |
| Employer contribution / active EE | $4,377 | $5,204-15.9% | $4,328+1.1% | $4,779-8.4% |
| Participant deferral / active EE | $11,861 | $6,565+80.7% | $5,567+113.0% | $5,609+111.5% |
| Admin fee / account holder | $16,910 | $20,270-16.6% | $12,266+37.9% | $10,827+56.2% |