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 | $118,270 | $197,825-40.2% | $155,790-24.1% | $125,391-5.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -5.73% | 86.74%-92.5pp | 71.54%-77.3pp | 282.22%-288.0pp |
| Employer contribution / active EE | $2,520 | $4,847-48.0% | $3,836-34.3% | $4,866-48.2% |
| Participant deferral / active EE | $10,992 | $5,630+95.2% | $4,797+129.1% | $5,352+105.4% |
| Admin fee / account holder | $1,915 | $9,545-79.9% | $7,478-74.4% | $9,540-79.9% |