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 | $125,430 | $167,484-25.1% | $151,611-17.3% | $134,475-6.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.59% | 7.80%-34.4pp | 3.33%-29.9pp | 417.96%-444.6pp |
| Employer contribution / active EE | $8,547 | $6,829+25.2% | $6,166+38.6% | $4,740+80.3% |
| Participant deferral / active EE | $11,667 | $8,986+29.8% | $8,363+39.5% | $6,400+82.3% |
| Admin fee / account holder | $303 | $13,783-97.8% | $11,616-97.4% | $11,426-97.4% |