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 | $100,237 | $127,100-21.1% | $105,738-5.2% | $135,375-26.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -9.17% | 4.49%-13.7pp | 6.27%-15.4pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,906 | $4,107-53.6% | $3,268-41.7% | $4,779-60.1% |
| Participant deferral / active EE | $6,300 | $5,064+24.4% | $4,080+54.4% | $5,609+12.3% |
| Admin fee / account holder | $1,844 | $9,087-79.7% | $6,913-73.3% | $10,827-83.0% |