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 | $84,960 | $81,900+3.7% | $119,609-29.0% | $68,494+24.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -26.65% | -23.82%-2.8pp | -14.97%-11.7pp | -7.84%-18.8pp |
| Employer contribution / active EE | $13,921 | $2,693+416.9% | $4,232+228.9% | $2,596+436.2% |
| Participant deferral / active EE | $1,861 | $4,148-55.1% | $5,602-66.8% | $4,027-53.8% |
| Admin fee / account holder | $4,233 | $6,582-35.7% | $10,323-59.0% | $5,403-21.7% |