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 | $109,102 | $167,484-34.9% | $151,611-28.0% | $134,475-18.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.87% | 7.80%-32.7pp | 3.33%-28.2pp | 417.96%-442.8pp |
| Employer contribution / active EE | $8,680 | $6,829+27.1% | $6,166+40.8% | $4,740+83.1% |
| Participant deferral / active EE | $12,217 | $8,986+36.0% | $8,363+46.1% | $6,400+90.9% |
| Admin fee / account holder | $1,680 | $13,783-87.8% | $11,616-85.5% | $11,426-85.3% |