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 | $39,737 | $97,044-59.1% | $83,333-52.3% | $135,375-70.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.21% | 12.31%-23.5pp | 10.63%-21.8pp | 519.73%-530.9pp |
| Employer contribution / active EE | $6,981 | $4,143+68.5% | $3,379+106.6% | $4,779+46.1% |
| Participant deferral / active EE | $18,499 | $5,964+210.1% | $5,565+232.4% | $5,609+229.8% |
| Admin fee / account holder | $3,304 | $8,380-60.6% | $7,510-56.0% | $10,827-69.5% |