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 | $148,377 | $228,332-35.0% | $185,823-20.2% | $158,922-6.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -3.08% | 40.80%-43.9pp | 35.95%-39.0pp | 302.83%-305.9pp |
| Employer contribution / active EE | $3,053 | $4,967-38.5% | $4,087-25.3% | $4,761-35.9% |
| Participant deferral / active EE | $3,743 | $6,415-41.6% | $5,632-33.5% | $5,982-37.4% |
| Admin fee / account holder | $1,238 | $11,864-89.6% | $9,500-87.0% | $11,246-89.0% |