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 | $33,907 | $97,044-65.1% | $83,333-59.3% | $135,375-75.0% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -12.10% | 12.31%-24.4pp | 10.63%-22.7pp | 519.73%-531.8pp |
| Employer contribution / active EE | $7,381 | $4,143+78.2% | $3,379+118.5% | $4,779+54.4% |
| Participant deferral / active EE | $6,371 | $5,964+6.8% | $5,565+14.5% | $5,609+13.6% |
| Admin fee / account holder | $357 | $8,380-95.7% | $7,510-95.2% | $10,827-96.7% |