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 5-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 | $34,069 | $167,484-79.7% | $151,611-77.5% | $134,475-74.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -32.94% | 7.80%-40.7pp | 3.33%-36.3pp | 417.96%-450.9pp |
| Employer contribution / active EE | $13,215 | $6,829+93.5% | $6,166+114.3% | $4,740+178.8% |
| Participant deferral / active EE | $18,439 | $8,986+105.2% | $8,363+120.5% | $6,400+188.1% |
| Admin fee / account holder | $1,536 | $13,783-88.9% | $11,616-86.8% | $11,426-86.6% |