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 | $64,053 | $158,817-59.7% | $121,196-47.1% | $135,375-52.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -11.47% | -0.64%-10.8pp | 16.93%-28.4pp | 519.73%-531.2pp |
| Employer contribution / active EE | $12,453 | $5,665+119.8% | $4,022+209.6% | $4,779+160.6% |
| Participant deferral / active EE | $13,386 | $4,005+234.2% | $3,344+300.2% | $5,609+138.7% |
| Admin fee / account holder | $2,364 | $6,512-63.7% | $5,019-52.9% | $10,827-78.2% |