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 | $113,141 | $165,335-31.6% | $149,696-24.4% | $158,922-28.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -3.02% | 348.15%-351.2pp | 276.60%-279.6pp | 302.83%-305.9pp |
| Employer contribution / active EE | $1,482 | $5,103-71.0% | $4,644-68.1% | $4,761-68.9% |
| Participant deferral / active EE | $9,506 | $7,181+32.4% | $6,842+38.9% | $5,982+58.9% |
| Admin fee / account holder | $4,134 | $10,807-61.7% | $9,309-55.6% | $11,246-63.2% |