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 | $99,507 | $228,332-56.4% | $185,823-46.5% | $158,922-37.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -2.31% | 40.80%-43.1pp | 35.95%-38.3pp | 302.83%-305.1pp |
| Employer contribution / active EE | $9,635 | $4,967+94.0% | $4,087+135.7% | $4,761+102.4% |
| Participant deferral / active EE | $10,400 | $6,415+62.1% | $5,632+84.7% | $5,982+73.9% |
| Admin fee / account holder | $751 | $11,864-93.7% | $9,500-92.1% | $11,246-93.3% |