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 | $105,857 | $158,817-33.3% | $121,196-12.7% | $135,375-21.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -19.40% | -0.64%-18.8pp | 16.93%-36.3pp | 519.73%-539.1pp |
| Employer contribution / active EE | $7,197 | $5,665+27.0% | $4,022+79.0% | $4,779+50.6% |
| Participant deferral / active EE | $5,430 | $4,005+35.6% | $3,344+62.4% | $5,609-3.2% |
| Admin fee / account holder | $1,180 | $6,512-81.9% | $5,019-76.5% | $10,827-89.1% |