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 | $109,094 | $127,386-14.4% | $115,037-5.2% | $125,391-13.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.50% | 31.28%-34.8pp | 26.14%-29.6pp | 282.22%-285.7pp |
| Employer contribution / active EE | $6,080 | $5,166+17.7% | $4,608+32.0% | $4,866+25.0% |
| Participant deferral / active EE | $8,366 | $6,423+30.3% | $6,026+38.8% | $5,352+56.3% |
| Admin fee / account holder | $1,291 | $9,516-86.4% | $8,175-84.2% | $9,540-86.5% |