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 | $54,116 | $211,958-74.5% | $169,463-68.1% | $135,375-60.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.75% | 3.26%-15.0pp | 1.83%-13.6pp | 519.73%-531.5pp |
| Employer contribution / active EE | $1,738 | $5,120-66.1% | $4,159-58.2% | $4,779-63.6% |
| Participant deferral / active EE | $5,893 | $6,075-3.0% | $5,277+11.7% | $5,609+5.1% |
| Admin fee / account holder | $760 | $11,471-93.4% | $9,109-91.7% | $10,827-93.0% |