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 | $120,896 | $90,519+33.6% | $93,789+28.9% | $134,475-10.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -22.54% | -15.72%-6.8pp | -11.33%-11.2pp | 417.96%-440.5pp |
| Employer contribution / active EE | $31,628 | $4,343+628.3% | $4,323+631.7% | $4,740+567.3% |
| Participant deferral / active EE | $7,121 | $5,978+19.1% | $6,094+16.9% | $6,400+11.3% |
| Admin fee / account holder | $11,643 | $9,252+25.8% | $7,195+61.8% | $11,426+1.9% |