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 | $73,931 | $76,000-2.7% | $154,107-52.0% | $64,186+15.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -11.50% | 30.32%-41.8pp | 735.12%-746.6pp | 7.63%-19.1pp |
| Employer contribution / active EE | $14,355 | $3,351+328.4% | $5,298+171.0% | $2,381+503.0% |
| Participant deferral / active EE | $9,226 | $3,175+190.6% | $5,081+81.6% | $3,470+165.9% |
| Admin fee / account holder | $6,698 | $5,596+19.7% | $13,411-50.1% | $4,888+37.0% |