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 5-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 | $48,601 | $129,942-62.6% | $104,294-53.4% | $134,475-63.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -30.58% | 42.03%-72.6pp | 24.61%-55.2pp | 417.96%-448.5pp |
| Employer contribution / active EE | $12,220 | $4,184+192.0% | $3,372+262.4% | $4,740+157.8% |
| Participant deferral / active EE | $13,660 | $5,588+144.5% | $4,625+195.4% | $6,400+113.4% |
| Admin fee / account holder | $342 | $9,323-96.3% | $7,339-95.3% | $11,426-97.0% |