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 | $87,163 | $94,529-7.8% | $140,016-37.7% | $64,186+35.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -8.13% | 7.77%-15.9pp | 651.12%-659.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $9,779 | $3,812+156.5% | $5,606+74.4% | $2,381+310.8% |
| Participant deferral / active EE | $8,635 | $5,250+64.5% | $6,927+24.7% | $3,470+148.9% |
| Admin fee / account holder | $2,022 | $6,741-70.0% | $10,705-81.1% | $4,888-58.6% |