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 | $88,740 | $52,279+69.7% | $89,391-0.7% | $79,858+11.1% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -6.77% | 22.16%-28.9pp | 245.62%-252.4pp | 31.71%-38.5pp |
| Employer contribution / active EE | $2,258 | $1,572+43.7% | $2,586-12.7% | $2,471-8.6% |
| Participant deferral / active EE | $6,211 | $2,740+126.6% | $3,890+59.7% | $3,740+66.1% |
| Admin fee / account holder | $5,117 | $3,356+52.5% | $4,881+4.8% | $5,306-3.6% |