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 | $88,612 | $106,515-16.8% | $96,683-8.3% | $139,434-36.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -3.09% | 38.43%-41.5pp | 35.69%-38.8pp | 372.94%-376.0pp |
| Employer contribution / active EE | $8,574 | $4,103+109.0% | $3,737+129.5% | $4,751+80.5% |
| Participant deferral / active EE | $9,167 | $5,454+68.1% | $4,878+87.9% | $6,710+36.6% |
| Admin fee / account holder | $4,433 | $7,877-43.7% | $6,730-34.1% | $11,403-61.1% |