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 | $77,965 | $127,386-38.8% | $115,037-32.2% | $125,391-37.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.77% | 31.28%-37.0pp | 26.14%-31.9pp | 282.22%-288.0pp |
| Employer contribution / active EE | $6,065 | $5,166+17.4% | $4,608+31.6% | $4,866+24.6% |
| Participant deferral / active EE | $2,922 | $6,423-54.5% | $6,026-51.5% | $5,352-45.4% |
| Admin fee / account holder | $1,504 | $9,516-84.2% | $8,175-81.6% | $9,540-84.2% |