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 8-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 | $99,587 | $167,484-40.5% | $151,611-34.3% | $134,475-25.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.36% | 7.80%-30.2pp | 3.33%-25.7pp | 417.96%-440.3pp |
| Employer contribution / active EE | $21,016 | $6,829+207.7% | $6,166+240.8% | $4,740+343.4% |
| Participant deferral / active EE | $14,300 | $8,986+59.1% | $8,363+71.0% | $6,400+123.4% |
| Admin fee / account holder | $4,210 | $13,783-69.5% | $11,616-63.8% | $11,426-63.2% |