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 | $108,954 | $133,958-18.7% | $112,228-2.9% | $134,475-19.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.62% | 47.11%-70.7pp | 27.45%-51.1pp | 417.96%-441.6pp |
| Employer contribution / active EE | $8,333 | $4,038+106.4% | $3,635+129.3% | $4,740+75.8% |
| Participant deferral / active EE | $12,839 | $5,291+142.7% | $4,728+171.6% | $6,400+100.6% |
| Admin fee / account holder | $659 | $7,489-91.2% | $6,410-89.7% | $11,426-94.2% |