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 | $105,638 | $167,484-36.9% | $151,611-30.3% | $134,475-21.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.87% | 7.80%-30.7pp | 3.33%-26.2pp | 417.96%-440.8pp |
| Employer contribution / active EE | $3,646 | $6,829-46.6% | $6,166-40.9% | $4,740-23.1% |
| Participant deferral / active EE | $9,468 | $8,986+5.4% | $8,363+13.2% | $6,400+47.9% |
| Admin fee / account holder | $13,159 | $13,783-4.5% | $11,616+13.3% | $11,426+15.2% |