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 6-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 | $114,922 | $138,065-16.8% | $123,544-7.0% | $135,375-15.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.19% | 153.68%-163.9pp | 119.20%-129.4pp | 519.73%-529.9pp |
| Employer contribution / active EE | $3,525 | $5,151-31.6% | $4,628-23.8% | $4,779-26.2% |
| Participant deferral / active EE | $10,250 | $6,799+50.8% | $6,426+59.5% | $5,609+82.7% |
| Admin fee / account holder | $842 | $10,916-92.3% | $9,284-90.9% | $10,827-92.2% |