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 | $71,846 | $133,958-46.4% | $112,228-36.0% | $134,475-46.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -24.02% | 47.11%-71.1pp | 27.45%-51.5pp | 417.96%-442.0pp |
| Employer contribution / active EE | $14,587 | $4,038+261.3% | $3,635+301.3% | $4,740+207.8% |
| Participant deferral / active EE | $4,222 | $5,291-20.2% | $4,728-10.7% | $6,400-34.0% |
| Admin fee / account holder | $5,368 | $7,489-28.3% | $6,410-16.3% | $11,426-53.0% |