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 | $30,897 | $82,286-62.5% | $68,791-55.1% | $134,475-77.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -22.41% | -2.19%-20.2pp | -6.38%-16.0pp | 417.96%-440.4pp |
| Employer contribution / active EE | $12,166 | $3,301+268.6% | $2,655+358.2% | $4,740+156.7% |
| Participant deferral / active EE | $4,556 | $4,739-3.9% | $3,941+15.6% | $6,400-28.8% |
| Admin fee / account holder | $10,715 | $6,481+65.3% | $4,932+117.3% | $11,426-6.2% |