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 7-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 | $110,689 | $127,386-13.1% | $115,037-3.8% | $125,391-11.7% |
| Participation rate | 92.3% | 84.2%+8.2pp | 81.4%+10.9pp | 83.2%+9.1pp |
| Annual return | -3.87% | 31.28%-35.2pp | 26.14%-30.0pp | 282.22%-286.1pp |
| Employer contribution / active EE | $2,781 | $5,166-46.2% | $4,608-39.7% | $4,866-42.9% |
| Participant deferral / active EE | $6,597 | $6,423+2.7% | $6,026+9.5% | $5,352+23.3% |
| Admin fee / account holder | $35,878 | $9,516+277.0% | $8,175+338.9% | $9,540+276.1% |