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 | $104,366 | $162,781-35.9% | $133,956-22.1% | $158,922-34.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -2.86% | 41.94%-44.8pp | 45.09%-48.0pp | 302.83%-305.7pp |
| Employer contribution / active EE | $10,979 | $4,975+120.7% | $3,919+180.2% | $4,761+130.6% |
| Participant deferral / active EE | $6,781 | $5,911+14.7% | $5,048+34.3% | $5,982+13.4% |
| Admin fee / account holder | $3,746 | $11,736-68.1% | $8,927-58.0% | $11,246-66.7% |