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 | $85,536 | $92,222-7.2% | $76,768+11.4% | $135,375-36.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.57% | 5.46%-15.0pp | 2.43%-12.0pp | 519.73%-529.3pp |
| Employer contribution / active EE | $12,797 | $3,216+297.9% | $2,485+414.9% | $4,779+167.8% |
| Participant deferral / active EE | $4,030 | $4,509-10.6% | $3,852+4.6% | $5,609-28.1% |
| Admin fee / account holder | $7,383 | $10,748-31.3% | $6,675+10.6% | $10,827-31.8% |