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 | $82,243 | $94,529-13.0% | $140,016-41.3% | $64,186+28.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.29% | 7.77%-15.1pp | 651.12%-658.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,848 | $3,812-25.3% | $5,606-49.2% | $2,381+19.6% |
| Participant deferral / active EE | $5,290 | $5,250+0.8% | $6,927-23.6% | $3,470+52.5% |
| Admin fee / account holder | $7,835 | $6,741+16.2% | $10,705-26.8% | $4,888+60.3% |