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 | $86,775 | $113,935-23.8% | $94,224-7.9% | $125,391-30.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.24% | 5.29%-9.5pp | 10.68%-14.9pp | 282.22%-286.5pp |
| Employer contribution / active EE | $3,898 | $4,727-17.5% | $3,587+8.7% | $4,866-19.9% |
| Participant deferral / active EE | $12,141 | $5,179+134.4% | $4,320+181.0% | $5,352+126.9% |
| Admin fee / account holder | $1,190 | $8,391-85.8% | $6,269-81.0% | $9,540-87.5% |