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 | $84,649 | $97,044-12.8% | $83,333+1.6% | $135,375-37.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -14.30% | 12.31%-26.6pp | 10.63%-24.9pp | 519.73%-534.0pp |
| Employer contribution / active EE | $2,748 | $4,143-33.7% | $3,379-18.7% | $4,779-42.5% |
| Participant deferral / active EE | $9,218 | $5,964+54.5% | $5,565+65.6% | $5,609+64.3% |
| Admin fee / account holder | $1,413 | $8,380-83.1% | $7,510-81.2% | $10,827-86.9% |