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 | $33,327 | $87,540-61.9% | $75,781-56.0% | $125,391-73.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -10.51% | 13.48%-24.0pp | 9.68%-20.2pp | 282.22%-292.7pp |
| Employer contribution / active EE | $13,245 | $3,930+237.0% | $3,323+298.5% | $4,866+172.2% |
| Participant deferral / active EE | $8,184 | $4,229+93.5% | $3,651+124.1% | $5,352+52.9% |
| Admin fee / account holder | $1,097 | $6,502-83.1% | $5,299-79.3% | $9,540-88.5% |