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 | $111,638 | $167,484-33.3% | $151,611-26.4% | $134,475-17.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.04% | 7.80%-31.8pp | 3.33%-27.4pp | 417.96%-442.0pp |
| Employer contribution / active EE | $10,230 | $6,829+49.8% | $6,166+65.9% | $4,740+115.8% |
| Participant deferral / active EE | $8,957 | $8,986-0.3% | $8,363+7.1% | $6,400+40.0% |
| Admin fee / account holder | $825 | $13,783-94.0% | $11,616-92.9% | $11,426-92.8% |