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 | $91,211 | $115,770-21.2% | $101,248-9.9% | $158,922-42.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -7.36% | 56.14%-63.5pp | 46.47%-53.8pp | 302.83%-310.2pp |
| Employer contribution / active EE | $9,265 | $4,175+121.9% | $3,660+153.2% | $4,761+94.6% |
| Participant deferral / active EE | $4,111 | $4,957-17.1% | $4,370-5.9% | $5,982-31.3% |
| Admin fee / account holder | $7,386 | $7,245+1.9% | $5,945+24.2% | $11,246-34.3% |