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 | $39,127 | $113,935-65.7% | $94,224-58.5% | $125,391-68.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -8.38% | 5.29%-13.7pp | 10.68%-19.1pp | 282.22%-290.6pp |
| Employer contribution / active EE | $2,258 | $4,727-52.2% | $3,587-37.1% | $4,866-53.6% |
| Participant deferral / active EE | $11,442 | $5,179+120.9% | $4,320+164.8% | $5,352+113.8% |
| Admin fee / account holder | $834 | $8,391-90.1% | $6,269-86.7% | $9,540-91.3% |