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 8-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 | $130,253 | $90,519+43.9% | $93,789+38.9% | $134,475-3.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -24.24% | -15.72%-8.5pp | -11.33%-12.9pp | 417.96%-442.2pp |
| Employer contribution / active EE | $5,030 | $4,343+15.8% | $4,323+16.4% | $4,740+6.1% |
| Participant deferral / active EE | $5,988 | $5,978+0.2% | $6,094-1.8% | $6,400-6.4% |
| Admin fee / account holder | $2,695 | $9,252-70.9% | $7,195-62.5% | $11,426-76.4% |