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 | $18,457 | $87,540-78.9% | $75,781-75.6% | $125,391-85.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -6.86% | 13.48%-20.3pp | 9.68%-16.5pp | 282.22%-289.1pp |
| Employer contribution / active EE | $3,862 | $3,930-1.7% | $3,323+16.2% | $4,866-20.6% |
| Participant deferral / active EE | $3,321 | $4,229-21.5% | $3,651-9.1% | $5,352-37.9% |
| Admin fee / account holder | $380 | $6,502-94.2% | $5,299-92.8% | $9,540-96.0% |