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 | $80,409 | $97,044-17.1% | $83,333-3.5% | $135,375-40.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.86% | 12.31%-23.2pp | 10.63%-21.5pp | 519.73%-530.6pp |
| Employer contribution / active EE | $2,953 | $4,143-28.7% | $3,379-12.6% | $4,779-38.2% |
| Participant deferral / active EE | $6,841 | $5,964+14.7% | $5,565+22.9% | $5,609+22.0% |
| Admin fee / account holder | $2,327 | $8,380-72.2% | $7,510-69.0% | $10,827-78.5% |