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 | $77,700 | $87,540-11.2% | $75,781+2.5% | $125,391-38.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -7.48% | 13.48%-21.0pp | 9.68%-17.2pp | 282.22%-289.7pp |
| Employer contribution / active EE | $2,825 | $3,930-28.1% | $3,323-15.0% | $4,866-41.9% |
| Participant deferral / active EE | $13,485 | $4,229+218.9% | $3,651+269.3% | $5,352+152.0% |
| Admin fee / account holder | $7,434 | $6,502+14.3% | $5,299+40.3% | $9,540-22.1% |