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 | $80,870 | $133,958-39.6% | $112,228-27.9% | $134,475-39.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.10% | 47.11%-68.2pp | 27.45%-48.5pp | 417.96%-439.1pp |
| Employer contribution / active EE | $2,833 | $4,038-29.8% | $3,635-22.0% | $4,740-40.2% |
| Participant deferral / active EE | $18,479 | $5,291+249.3% | $4,728+290.8% | $6,400+188.7% |
| Admin fee / account holder | $11,507 | $7,489+53.7% | $6,410+79.5% | $11,426+0.7% |