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 | $95,883 | $142,344-32.6% | $119,609-19.8% | $134,475-28.7% |
| Participation rate | 81.3% | 82.8%-1.6pp | 79.3%+2.0pp | 81.2%0pp |
| Annual return | -22.26% | -12.44%-9.8pp | -14.97%-7.3pp | 417.96%-440.2pp |
| Employer contribution / active EE | $6,793 | $5,222+30.1% | $4,232+60.5% | $4,740+43.3% |
| Participant deferral / active EE | $7,485 | $6,469+15.7% | $5,602+33.6% | $6,400+17.0% |
| Admin fee / account holder | $2,872 | $13,584-78.9% | $10,323-72.2% | $11,426-74.9% |