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 | $145,477 | $95,862+51.8% | $79,550+82.9% | $134,475+8.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.74% | -2.69%-18.0pp | 0.16%-20.9pp | 417.96%-438.7pp |
| Employer contribution / active EE | $6,872 | $3,128+119.7% | $2,413+184.8% | $4,740+45.0% |
| Participant deferral / active EE | $5,014 | $4,693+6.9% | $3,985+25.8% | $6,400-21.6% |
| Admin fee / account holder | $5,854 | $9,126-35.9% | $6,832-14.3% | $11,426-48.8% |