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 | $57,759 | $85,790-32.7% | $67,313-14.2% | $135,375-57.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -21.72% | -0.54%-21.2pp | -4.08%-17.6pp | 519.73%-541.5pp |
| Employer contribution / active EE | $12,934 | $3,487+270.9% | $2,566+404.1% | $4,779+170.7% |
| Participant deferral / active EE | $8,917 | $4,651+91.7% | $3,568+149.9% | $5,609+59.0% |
| Admin fee / account holder | $2,461 | $6,392-61.5% | $4,507-45.4% | $10,827-77.3% |