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 | $56,613 | $228,332-75.2% | $185,823-69.5% | $158,922-64.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -14.94% | 40.80%-55.7pp | 35.95%-50.9pp | 302.83%-317.8pp |
| Employer contribution / active EE | $14,286 | $4,967+187.6% | $4,087+249.5% | $4,761+200.0% |
| Participant deferral / active EE | $3,571 | $6,415-44.3% | $5,632-36.6% | $5,982-40.3% |
| Admin fee / account holder | $607 | $11,864-94.9% | $9,500-93.6% | $11,246-94.6% |