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 | $60,121 | $99,032-39.3% | $80,019-24.9% | $135,375-55.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -9.59% | 15.39%-25.0pp | 11.22%-20.8pp | 519.73%-529.3pp |
| Employer contribution / active EE | $4,688 | $3,043+54.0% | $2,468+89.9% | $4,779-1.9% |
| Participant deferral / active EE | $5,061 | $4,282+18.2% | $3,686+37.3% | $5,609-9.8% |
| Admin fee / account holder | $7,686 | $10,436-26.3% | $6,521+17.9% | $10,827-29.0% |