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 | $61,560 | $100,754-38.9% | $86,677-29.0% | $134,475-54.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.87% | 29.04%-50.9pp | 35.91%-57.8pp | 417.96%-439.8pp |
| Employer contribution / active EE | $1,478 | $3,489-57.7% | $2,836-47.9% | $4,740-68.8% |
| Participant deferral / active EE | $5,183 | $5,338-2.9% | $4,656+11.3% | $6,400-19.0% |
| Admin fee / account holder | $1,702 | $10,926-84.4% | $7,493-77.3% | $11,426-85.1% |