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 | $86,196 | $99,640-13.5% | $86,436-0.3% | $134,475-35.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.80% | 6782.58%-6804.4pp | 4394.89%-4416.7pp | 417.96%-439.8pp |
| Employer contribution / active EE | $8,462 | $4,400+92.3% | $3,769+124.5% | $4,740+78.5% |
| Participant deferral / active EE | $5,417 | $7,246-25.2% | $6,952-22.1% | $6,400-15.4% |
| Admin fee / account holder | $6,167 | $8,371-26.3% | $6,731-8.4% | $11,426-46.0% |