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 | $99,376 | $98,750+0.6% | $149,696-33.6% | $79,858+24.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -10.51% | 27.43%-37.9pp | 276.60%-287.1pp | 31.71%-42.2pp |
| Employer contribution / active EE | $1,282 | $3,216-60.2% | $4,644-72.4% | $2,471-48.1% |
| Participant deferral / active EE | $6,657 | $5,680+17.2% | $6,842-2.7% | $3,740+78.0% |
| Admin fee / account holder | $2,434 | $6,053-59.8% | $9,309-73.9% | $5,306-54.1% |