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 | $54,204 | $83,477-35.1% | $125,175-56.7% | $72,985-25.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | -13.92% | 25.78%-39.7pp | 43.79%-57.7pp | 81.00%-94.9pp |
| Employer contribution / active EE | $12,872 | $2,345+448.8% | $3,865+233.0% | $2,440+427.6% |
| Participant deferral / active EE | $1,952 | $3,585-45.5% | $4,937-60.5% | $3,607-45.9% |
| Admin fee / account holder | $5,361 | $5,517-2.8% | $9,702-44.7% | $5,124+4.6% |