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 | $98,530 | $140,940-30.1% | $112,229-12.2% | $139,434-29.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -0.51% | 32.71%-33.2pp | 30.20%-30.7pp | 372.94%-373.5pp |
| Employer contribution / active EE | $1,480 | $4,283-65.4% | $3,430-56.9% | $4,751-68.8% |
| Participant deferral / active EE | $12,268 | $5,874+108.8% | $4,798+155.7% | $6,710+82.8% |
| Admin fee / account holder | $214,521 | $9,954+2055.1% | $7,748+2668.6% | $11,403+1781.4% |