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 | $88,260 | $107,334-17.8% | $92,893-5.0% | $152,861-42.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | -2.43% | 145.58%-148.0pp | 109.41%-111.8pp | 345.32%-347.7pp |
| Employer contribution / active EE | $2,610 | $4,221-38.2% | $3,653-28.5% | $4,762-45.2% |
| Participant deferral / active EE | $2,975 | $4,845-38.6% | $4,236-29.8% | $5,850-49.1% |
| Admin fee / account holder | $420 | $7,079-94.1% | $5,794-92.7% | $11,596-96.4% |