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 | $46,314 | $167,484-72.3% | $151,611-69.5% | $134,475-65.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.49% | 7.80%-33.3pp | 3.33%-28.8pp | 417.96%-443.5pp |
| Employer contribution / active EE | $2,500 | $6,829-63.4% | $6,166-59.4% | $4,740-47.2% |
| Participant deferral / active EE | $7,591 | $8,986-15.5% | $8,363-9.2% | $6,400+18.6% |
| Admin fee / account holder | $370 | $13,783-97.3% | $11,616-96.8% | $11,426-96.8% |