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 | $84,712 | $91,538-7.5% | $129,995-34.8% | $75,163+12.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 6.33% | -631.11%+637.4pp | -137.18%+143.5pp | 160.62%-154.3pp |
| Employer contribution / active EE | $1,998 | $2,845-29.8% | $4,320-53.7% | $2,670-25.2% |
| Participant deferral / active EE | $3,718 | $4,341-14.3% | $5,820-36.1% | $4,125-9.9% |
| Admin fee / account holder | $325 | $6,790-95.2% | $10,614-96.9% | $5,651-94.2% |