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 | $19,982 | $140,940-85.8% | $112,229-82.2% | $139,434-85.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -13.18% | 32.71%-45.9pp | 30.20%-43.4pp | 372.94%-386.1pp |
| Employer contribution / active EE | $4,437 | $4,283+3.6% | $3,430+29.4% | $4,751-6.6% |
| Participant deferral / active EE | $2,580 | $5,874-56.1% | $4,798-46.2% | $6,710-61.6% |
| Admin fee / account holder | $2,996 | $9,954-69.9% | $7,748-61.3% | $11,403-73.7% |