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 | $109,734 | $133,958-18.1% | $112,228-2.2% | $134,475-18.4% |
| Participation rate | 73.9% | 78.6%-4.6pp | 75.1%-1.1pp | 81.2%-7.3pp |
| Annual return | -22.18% | 47.11%-69.3pp | 27.45%-49.6pp | 417.96%-440.1pp |
| Employer contribution / active EE | $2,369 | $4,038-41.3% | $3,635-34.8% | $4,740-50.0% |
| Participant deferral / active EE | $3,549 | $5,291-32.9% | $4,728-24.9% | $6,400-44.5% |
| Admin fee / account holder | $16,812 | $7,489+124.5% | $6,410+162.3% | $11,426+47.1% |