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 | $114,340 | $85,790+33.3% | $67,313+69.9% | $135,375-15.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.61% | -0.54%-11.1pp | -4.08%-7.5pp | 519.73%-531.3pp |
| Employer contribution / active EE | $1,468 | $3,487-57.9% | $2,566-42.8% | $4,779-69.3% |
| Participant deferral / active EE | $10,015 | $4,651+115.3% | $3,568+180.7% | $5,609+78.6% |
| Admin fee / account holder | $1,230 | $6,392-80.8% | $4,507-72.7% | $10,827-88.6% |