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 | $65,149 | $92,222-29.4% | $76,768-15.1% | $135,375-51.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.95% | 5.46%-14.4pp | 2.43%-11.4pp | 519.73%-528.7pp |
| Employer contribution / active EE | $8,398 | $3,216+161.2% | $2,485+237.9% | $4,779+75.7% |
| Participant deferral / active EE | $4,923 | $4,509+9.2% | $3,852+27.8% | $5,609-12.2% |
| Admin fee / account holder | $482 | $10,748-95.5% | $6,675-92.8% | $10,827-95.5% |