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 | $74,176 | $87,540-15.3% | $75,781-2.1% | $125,391-40.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.76% | 13.48%-18.2pp | 9.68%-14.4pp | 282.22%-287.0pp |
| Employer contribution / active EE | $4,689 | $3,930+19.3% | $3,323+41.1% | $4,866-3.6% |
| Participant deferral / active EE | $1,786 | $4,229-57.8% | $3,651-51.1% | $5,352-66.6% |
| Admin fee / account holder | $394 | $6,502-93.9% | $5,299-92.6% | $9,540-95.9% |