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 | $104,633 | $67,214+55.7% | $61,491+70.2% | $134,475-22.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -26.73% | -12.08%-14.7pp | -12.98%-13.8pp | 417.96%-444.7pp |
| Employer contribution / active EE | $5,757 | $4,974+15.7% | $4,246+35.6% | $4,740+21.5% |
| Participant deferral / active EE | $5,047 | $6,103-17.3% | $5,188-2.7% | $6,400-21.1% |
| Admin fee / account holder | $1,101 | $4,610-76.1% | $4,312-74.5% | $11,426-90.4% |