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 8-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 | $103,721 | $113,935-9.0% | $94,224+10.1% | $125,391-17.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -21.16% | 5.29%-26.4pp | 10.68%-31.8pp | 282.22%-303.4pp |
| Employer contribution / active EE | $3,436 | $4,727-27.3% | $3,587-4.2% | $4,866-29.4% |
| Participant deferral / active EE | $10,100 | $5,179+95.0% | $4,320+133.8% | $5,352+88.7% |
| Admin fee / account holder | $4,518 | $8,391-46.2% | $6,269-27.9% | $9,540-52.6% |