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 | $66,029 | $197,825-66.6% | $155,790-57.6% | $125,391-47.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -5.29% | 86.74%-92.0pp | 71.54%-76.8pp | 282.22%-287.5pp |
| Employer contribution / active EE | $1,396 | $4,847-71.2% | $3,836-63.6% | $4,866-71.3% |
| Participant deferral / active EE | $4,086 | $5,630-27.4% | $4,797-14.8% | $5,352-23.7% |
| Admin fee / account holder | $602 | $9,545-93.7% | $7,478-91.9% | $9,540-93.7% |