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 | $32,302 | $115,882-72.1% | $100,516-67.9% | $158,922-79.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -6.32% | 34.79%-41.1pp | 30.89%-37.2pp | 302.83%-309.1pp |
| Employer contribution / active EE | $11,226 | $4,103+173.6% | $3,418+228.5% | $4,761+135.8% |
| Participant deferral / active EE | $5,200 | $6,674-22.1% | $6,270-17.1% | $5,982-13.1% |
| Admin fee / account holder | $686 | $10,995-93.8% | $8,081-91.5% | $11,246-93.9% |