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 | $83,675 | $91,037-8.1% | $71,671+16.7% | $147,584-43.3% |
| Participation rate | 83.3% | 76.1%+7.2pp | 68.7%+14.6pp | 82.8%+0.5pp |
| Annual return | -13.20% | 20.48%-33.7pp | 20.65%-33.8pp | 578.55%-591.7pp |
| Employer contribution / active EE | $2,606 | $3,327-21.7% | $2,460+5.9% | $4,876-46.6% |
| Participant deferral / active EE | $7,848 | $4,498+74.5% | $3,438+128.3% | $5,439+44.3% |
| Admin fee / account holder | $905 | $8,613-89.5% | $5,558-83.7% | $10,885-91.7% |