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 | $72,921 | $95,971-24.0% | $74,550-2.2% | $135,375-46.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.20% | 56.96%-66.2pp | 32.53%-41.7pp | 519.73%-528.9pp |
| Employer contribution / active EE | $8,415 | $2,716+209.8% | $1,961+329.1% | $4,779+76.1% |
| Participant deferral / active EE | $7,117 | $3,843+85.2% | $3,108+129.0% | $5,609+26.9% |
| Admin fee / account holder | $1,496 | $6,522-77.1% | $5,060-70.4% | $10,827-86.2% |