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 | $86,358 | $167,307-48.4% | $143,757-39.9% | $134,475-35.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.61% | 0.46%-23.1pp | -0.04%-22.6pp | 417.96%-440.6pp |
| Employer contribution / active EE | $4,440 | $5,619-21.0% | $4,951-10.3% | $4,740-6.3% |
| Participant deferral / active EE | $6,576 | $6,446+2.0% | $5,637+16.7% | $6,400+2.8% |
| Admin fee / account holder | $25,783 | $18,088+42.5% | $14,673+75.7% | $11,426+125.7% |