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 | $115,899 | $228,332-49.2% | $185,823-37.6% | $158,922-27.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -3.37% | 40.80%-44.2pp | 35.95%-39.3pp | 302.83%-306.2pp |
| Employer contribution / active EE | $2,471 | $4,967-50.2% | $4,087-39.5% | $4,761-48.1% |
| Participant deferral / active EE | $12,134 | $6,415+89.2% | $5,632+115.5% | $5,982+102.8% |
| Admin fee / account holder | $2,765 | $11,864-76.7% | $9,500-70.9% | $11,246-75.4% |