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 | $49,530 | $92,222-46.3% | $76,768-35.5% | $135,375-63.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -10.84% | 5.46%-16.3pp | 2.43%-13.3pp | 519.73%-530.6pp |
| Employer contribution / active EE | $9,018 | $3,216+180.4% | $2,485+262.9% | $4,779+88.7% |
| Participant deferral / active EE | $7,391 | $4,509+63.9% | $3,852+91.9% | $5,609+31.8% |
| Admin fee / account holder | $2,311 | $10,748-78.5% | $6,675-65.4% | $10,827-78.7% |