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 | $61,593 | $84,527-27.1% | $67,711-9.0% | $125,391-50.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -4.17% | 2.57%-6.7pp | 25.41%-29.6pp | 282.22%-286.4pp |
| Employer contribution / active EE | $3,115 | $3,292-5.4% | $2,559+21.7% | $4,866-36.0% |
| Participant deferral / active EE | $10,894 | $4,429+146.0% | $3,585+203.9% | $5,352+103.6% |
| Admin fee / account holder | $2,216 | $5,340-58.5% | $4,255-47.9% | $9,540-76.8% |