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 | $67,450 | $100,754-33.1% | $86,677-22.2% | $134,475-49.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -23.22% | 29.04%-52.3pp | 35.91%-59.1pp | 417.96%-441.2pp |
| Employer contribution / active EE | $2,723 | $3,489-22.0% | $2,836-4.0% | $4,740-42.5% |
| Participant deferral / active EE | $5,419 | $5,338+1.5% | $4,656+16.4% | $6,400-15.3% |
| Admin fee / account holder | $356 | $10,926-96.7% | $7,493-95.3% | $11,426-96.9% |