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 | $98,143 | $105,181-6.7% | $159,436-38.4% | $85,850+14.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | -7.79% | 45.07%-52.9pp | 263.57%-271.4pp | 318.53%-326.3pp |
| Employer contribution / active EE | $2,932 | $3,318-11.6% | $4,829-39.3% | $2,565+14.3% |
| Participant deferral / active EE | $7,390 | $5,945+24.3% | $7,352+0.5% | $3,952+87.0% |
| Admin fee / account holder | $15,955 | $6,933+130.1% | $10,799+47.8% | $6,260+154.9% |