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 9-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 | $198,766 | $167,307+18.8% | $143,757+38.3% | $134,475+47.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -38.07% | 0.46%-38.5pp | -0.04%-38.0pp | 417.96%-456.0pp |
| Employer contribution / active EE | $1,631 | $5,619-71.0% | $4,951-67.1% | $4,740-65.6% |
| Participant deferral / active EE | $5,441 | $6,446-15.6% | $5,637-3.5% | $6,400-15.0% |
| Admin fee / account holder | $5,336 | $18,088-70.5% | $14,673-63.6% | $11,426-53.3% |