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 7-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 | $106,978 | $167,484-36.1% | $151,611-29.4% | $134,475-20.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.19% | 7.80%-34.0pp | 3.33%-29.5pp | 417.96%-444.2pp |
| Employer contribution / active EE | $17,685 | $6,829+159.0% | $6,166+186.8% | $4,740+273.1% |
| Participant deferral / active EE | $13,365 | $8,986+48.7% | $8,363+59.8% | $6,400+108.8% |
| Admin fee / account holder | $10,942 | $13,783-20.6% | $11,616-5.8% | $11,426-4.2% |