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 | $62,534 | $211,958-70.5% | $169,463-63.1% | $135,375-53.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -25.60% | 3.26%-28.9pp | 1.83%-27.4pp | 519.73%-545.3pp |
| Employer contribution / active EE | $3,391 | $5,120-33.8% | $4,159-18.5% | $4,779-29.0% |
| Participant deferral / active EE | $19,242 | $6,075+216.7% | $5,277+264.7% | $5,609+243.1% |
| Admin fee / account holder | $1,676 | $11,471-85.4% | $9,109-81.6% | $10,827-84.5% |