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 | $73,950 | $95,862-22.9% | $79,550-7.0% | $134,475-45.0% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -23.17% | -2.69%-20.5pp | 0.16%-23.3pp | 417.96%-441.1pp |
| Employer contribution / active EE | $2,891 | $3,128-7.6% | $2,413+19.8% | $4,740-39.0% |
| Participant deferral / active EE | $6,214 | $4,693+32.4% | $3,985+55.9% | $6,400-2.9% |
| Admin fee / account holder | $2,174 | $9,126-76.2% | $6,832-68.2% | $11,426-81.0% |