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 | $87,876 | $167,307-47.5% | $143,757-38.9% | $134,475-34.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.77% | 0.46%-24.2pp | -0.04%-23.7pp | 417.96%-441.7pp |
| Employer contribution / active EE | $2,565 | $5,619-54.3% | $4,951-48.2% | $4,740-45.9% |
| Participant deferral / active EE | $7,804 | $6,446+21.1% | $5,637+38.4% | $6,400+21.9% |
| Admin fee / account holder | $14,231 | $18,088-21.3% | $14,673-3.0% | $11,426+24.6% |