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 | $117,471 | $167,484-29.9% | $151,611-22.5% | $134,475-12.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.48% | 7.80%-30.3pp | 3.33%-25.8pp | 417.96%-440.4pp |
| Employer contribution / active EE | $25,744 | $6,829+277.0% | $6,166+317.5% | $4,740+443.2% |
| Participant deferral / active EE | $15,532 | $8,986+72.8% | $8,363+85.7% | $6,400+142.7% |
| Admin fee / account holder | $2,049 | $13,783-85.1% | $11,616-82.4% | $11,426-82.1% |