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 | $73,729 | $113,935-35.3% | $94,224-21.8% | $125,391-41.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -10.29% | 5.29%-15.6pp | 10.68%-21.0pp | 282.22%-292.5pp |
| Employer contribution / active EE | $3,212 | $4,727-32.1% | $3,587-10.4% | $4,866-34.0% |
| Participant deferral / active EE | $8,050 | $5,179+55.5% | $4,320+86.3% | $5,352+50.4% |
| Admin fee / account holder | $7,646 | $8,391-8.9% | $6,269+22.0% | $9,540-19.9% |