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 | $83,553 | $129,942-35.7% | $104,294-19.9% | $134,475-37.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -22.17% | 42.03%-64.2pp | 24.61%-46.8pp | 417.96%-440.1pp |
| Employer contribution / active EE | $2,060 | $4,184-50.8% | $3,372-38.9% | $4,740-56.5% |
| Participant deferral / active EE | $1,817 | $5,588-67.5% | $4,625-60.7% | $6,400-71.6% |
| Admin fee / account holder | $6,294 | $9,323-32.5% | $7,339-14.2% | $11,426-44.9% |