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 | $78,122 | $105,860-26.2% | $90,749-13.9% | $134,475-41.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.50% | -11.01%-9.5pp | -12.16%-8.3pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,269 | $3,462-63.3% | $2,921-56.5% | $4,740-73.2% |
| Participant deferral / active EE | $5,617 | $5,216+7.7% | $4,564+23.1% | $6,400-12.2% |
| Admin fee / account holder | $786 | $13,938-94.4% | $8,445-90.7% | $11,426-93.1% |