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 | $82,687 | $95,862-13.7% | $79,550+3.9% | $134,475-38.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.90% | -2.69%-19.2pp | 0.16%-22.1pp | 417.96%-439.9pp |
| Employer contribution / active EE | $2,952 | $3,128-5.6% | $2,413+22.3% | $4,740-37.7% |
| Participant deferral / active EE | $3,382 | $4,693-27.9% | $3,985-15.1% | $6,400-47.2% |
| Admin fee / account holder | $62,164 | $9,126+581.2% | $6,832+809.8% | $11,426+444.1% |