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 | $33,757 | $69,518-51.4% | $59,878-43.6% | $135,375-75.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -13.92% | 7.94%-21.9pp | 3.46%-17.4pp | 519.73%-533.7pp |
| Employer contribution / active EE | $10,450 | $3,235+223.1% | $2,722+284.0% | $4,779+118.7% |
| Participant deferral / active EE | $5,850 | $4,206+39.1% | $3,402+72.0% | $5,609+4.3% |
| Admin fee / account holder | $1,156 | $5,734-79.8% | $3,590-67.8% | $10,827-89.3% |