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 | $88,655 | $99,032-10.5% | $80,019+10.8% | $135,375-34.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -14.83% | 15.39%-30.2pp | 11.22%-26.0pp | 519.73%-534.6pp |
| Employer contribution / active EE | $4,200 | $3,043+38.0% | $2,468+70.2% | $4,779-12.1% |
| Participant deferral / active EE | $14,700 | $4,282+243.3% | $3,686+298.8% | $5,609+162.1% |
| Admin fee / account holder | $1,748 | $10,436-83.3% | $6,521-73.2% | $10,827-83.9% |