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 | $77,546 | $86,699-10.6% | $73,307+5.8% | $125,391-38.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -7.83% | 2.78%-10.6pp | 5.67%-13.5pp | 282.22%-290.1pp |
| Employer contribution / active EE | $5,966 | $4,152+43.7% | $3,237+84.3% | $4,866+22.6% |
| Participant deferral / active EE | $6,091 | $5,550+9.8% | $4,991+22.0% | $5,352+13.8% |
| Admin fee / account holder | $504 | $7,771-93.5% | $5,637-91.1% | $9,540-94.7% |