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 | $77,092 | $78,422-1.7% | $95,952-19.7% | $79,858-3.5% |
| Participation rate | 96.2% | 73.5%+22.7pp | 77.1%+19.1pp | 69.6%+26.5pp |
| Annual return | -3.19% | 19.37%-22.6pp | 91.61%-94.8pp | 31.71%-34.9pp |
| Employer contribution / active EE | $3,029 | $1,945+55.7% | $2,541+19.2% | $2,471+22.6% |
| Participant deferral / active EE | $9,031 | $3,440+162.5% | $4,167+116.7% | $3,740+141.5% |
| Admin fee / account holder | $41,100 | $5,622+631.0% | $6,795+504.8% | $5,306+674.6% |