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 | $27,167 | $211,958-87.2% | $169,463-84.0% | $135,375-79.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -14.27% | 3.26%-17.5pp | 1.83%-16.1pp | 519.73%-534.0pp |
| Employer contribution / active EE | $2,623 | $5,120-48.8% | $4,159-36.9% | $4,779-45.1% |
| Participant deferral / active EE | $10,743 | $6,075+76.8% | $5,277+103.6% | $5,609+91.5% |
| Admin fee / account holder | $379 | $11,471-96.7% | $9,109-95.8% | $10,827-96.5% |