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 | $131,316 | $162,781-19.3% | $133,956-2.0% | $158,922-17.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -11.51% | 41.94%-53.4pp | 45.09%-56.6pp | 302.83%-314.3pp |
| Employer contribution / active EE | $1,544 | $4,975-69.0% | $3,919-60.6% | $4,761-67.6% |
| Participant deferral / active EE | $11,266 | $5,911+90.6% | $5,048+123.2% | $5,982+88.3% |
| Admin fee / account holder | $71,019 | $11,736+505.1% | $8,927+695.5% | $11,246+531.5% |