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 | $100,684 | $112,881-10.8% | $90,951+10.7% | $158,922-36.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -1.91% | 215.79%-217.7pp | 134.60%-136.5pp | 302.83%-304.7pp |
| Employer contribution / active EE | $2,251 | $2,893-22.2% | $2,122+6.1% | $4,761-52.7% |
| Participant deferral / active EE | $6,730 | $4,128+63.0% | $3,373+99.5% | $5,982+12.5% |
| Admin fee / account holder | $69,928 | $8,041+769.7% | $5,959+1073.6% | $11,246+521.8% |