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 | $125,232 | $142,344-12.0% | $119,609+4.7% | $134,475-6.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -24.24% | -12.44%-11.8pp | -14.97%-9.3pp | 417.96%-442.2pp |
| Employer contribution / active EE | $2,263 | $5,222-56.7% | $4,232-46.5% | $4,740-52.2% |
| Participant deferral / active EE | $18,507 | $6,469+186.1% | $5,602+230.4% | $6,400+189.2% |
| Admin fee / account holder | $6,061 | $13,584-55.4% | $10,323-41.3% | $11,426-47.0% |