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 | $63,982 | $133,958-52.2% | $112,228-43.0% | $134,475-52.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.62% | 47.11%-70.7pp | 27.45%-51.1pp | 417.96%-441.6pp |
| Employer contribution / active EE | $3,736 | $4,038-7.5% | $3,635+2.8% | $4,740-21.2% |
| Participant deferral / active EE | $10,459 | $5,291+97.7% | $4,728+121.2% | $6,400+63.4% |
| Admin fee / account holder | $29,397 | $7,489+292.6% | $6,410+358.6% | $11,426+157.3% |