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 | $67,700 | $99,032-31.6% | $80,019-15.4% | $135,375-50.0% |
| Participation rate | 91.7% | 78.4%+13.3pp | 75.8%+15.8pp | 82.6%+9.0pp |
| Annual return | -10.31% | 15.39%-25.7pp | 11.22%-21.5pp | 519.73%-530.0pp |
| Employer contribution / active EE | $2,572 | $3,043-15.5% | $2,468+4.2% | $4,779-46.2% |
| Participant deferral / active EE | $4,282 | $4,2820% | $3,686+16.2% | $5,609-23.7% |
| Admin fee / account holder | $755 | $10,436-92.8% | $6,521-88.4% | $10,827-93.0% |