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 | $30,935 | $140,588-78.0% | $123,104-74.9% | $125,391-75.3% |
| Participation rate | 91.7% | 88.2%+3.5pp | 86.8%+4.9pp | 83.2%+8.5pp |
| Annual return | -25.30% | 16.80%-42.1pp | 13.22%-38.5pp | 282.22%-307.5pp |
| Employer contribution / active EE | $7,541 | $6,041+24.8% | $5,151+46.4% | $4,866+55.0% |
| Participant deferral / active EE | $8,625 | $6,980+23.6% | $6,230+38.4% | $5,352+61.2% |
| Admin fee / account holder | $4,806 | $11,198-57.1% | $9,015-46.7% | $9,540-49.6% |