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 | $71,569 | $69,518+3.0% | $59,878+19.5% | $135,375-47.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -9.72% | 7.94%-17.7pp | 3.46%-13.2pp | 519.73%-529.5pp |
| Employer contribution / active EE | $4,606 | $3,235+42.4% | $2,722+69.3% | $4,779-3.6% |
| Participant deferral / active EE | $7,682 | $4,206+82.6% | $3,402+125.8% | $5,609+37.0% |
| Admin fee / account holder | $338 | $5,734-94.1% | $3,590-90.6% | $10,827-96.9% |