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 | $78,560 | $105,860-25.8% | $90,749-13.4% | $134,475-41.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -24.98% | -11.01%-14.0pp | -12.16%-12.8pp | 417.96%-442.9pp |
| Employer contribution / active EE | $15,449 | $3,462+346.2% | $2,921+428.9% | $4,740+226.0% |
| Participant deferral / active EE | $10,468 | $5,216+100.7% | $4,564+129.4% | $6,400+63.6% |
| Admin fee / account holder | $2,607 | $13,938-81.3% | $8,445-69.1% | $11,426-77.2% |