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 | $93,884 | $167,484-43.9% | $151,611-38.1% | $134,475-30.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -30.43% | 7.80%-38.2pp | 3.33%-33.8pp | 417.96%-448.4pp |
| Employer contribution / active EE | $4,891 | $6,829-28.4% | $6,166-20.7% | $4,740+3.2% |
| Participant deferral / active EE | $8,439 | $8,986-6.1% | $8,363+0.9% | $6,400+31.9% |
| Admin fee / account holder | $5,292 | $13,783-61.6% | $11,616-54.4% | $11,426-53.7% |