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 | $102,713 | $162,781-36.9% | $133,956-23.3% | $158,922-35.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -8.17% | 41.94%-50.1pp | 45.09%-53.3pp | 302.83%-311.0pp |
| Employer contribution / active EE | $11,639 | $4,975+133.9% | $3,919+197.0% | $4,761+144.5% |
| Participant deferral / active EE | $4,647 | $5,911-21.4% | $5,048-7.9% | $5,982-22.3% |
| Admin fee / account holder | $6,368 | $11,736-45.7% | $8,927-28.7% | $11,246-43.4% |