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 | $64,909 | $167,307-61.2% | $143,757-54.8% | $134,475-51.7% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -25.20% | 0.46%-25.7pp | -0.04%-25.2pp | 417.96%-443.2pp |
| Employer contribution / active EE | $10,498 | $5,619+86.8% | $4,951+112.0% | $4,740+121.5% |
| Participant deferral / active EE | $6,997 | $6,446+8.6% | $5,637+24.1% | $6,400+9.3% |
| Admin fee / account holder | $91,584 | $18,088+406.3% | $14,673+524.2% | $11,426+701.5% |