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 5-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 | $38,310 | $167,484-77.1% | $151,611-74.7% | $134,475-71.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -35.13% | 7.80%-42.9pp | 3.33%-38.5pp | 417.96%-453.1pp |
| Employer contribution / active EE | $2,007 | $6,829-70.6% | $6,166-67.5% | $4,740-57.7% |
| Participant deferral / active EE | $7,500 | $8,986-16.5% | $8,363-10.3% | $6,400+17.2% |
| Admin fee / account holder | $6,697 | $13,783-51.4% | $11,616-42.3% | $11,426-41.4% |