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 | $72,435 | $107,334-32.5% | $92,893-22.0% | $152,861-52.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | -5.29% | 145.58%-150.9pp | 109.41%-114.7pp | 345.32%-350.6pp |
| Employer contribution / active EE | $2,764 | $4,221-34.5% | $3,653-24.3% | $4,762-42.0% |
| Participant deferral / active EE | $2,764 | $4,845-42.9% | $4,236-34.8% | $5,850-52.8% |
| Admin fee / account holder | $10,581 | $7,079+49.5% | $5,794+82.6% | $11,596-8.8% |