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 | $69,147 | $82,664-16.4% | $125,339-44.8% | $68,494+1.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.91% | -5.97%-13.9pp | 572.05%-592.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $3,878 | $3,381+14.7% | $4,814-19.4% | $2,596+49.4% |
| Participant deferral / active EE | $5,331 | $6,110-12.8% | $7,446-28.4% | $4,027+32.4% |
| Admin fee / account holder | $794 | $6,275-87.4% | $10,010-92.1% | $5,403-85.3% |