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 | $68,114 | $197,825-65.6% | $155,790-56.3% | $125,391-45.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -7.74% | 86.74%-94.5pp | 71.54%-79.3pp | 282.22%-290.0pp |
| Employer contribution / active EE | $1,449 | $4,847-70.1% | $3,836-62.2% | $4,866-70.2% |
| Participant deferral / active EE | $3,664 | $5,630-34.9% | $4,797-23.6% | $5,352-31.5% |
| Admin fee / account holder | $867 | $9,545-90.9% | $7,478-88.4% | $9,540-90.9% |