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 | $63,603 | $197,825-67.8% | $155,790-59.2% | $125,391-49.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -21.39% | 86.74%-108.1pp | 71.54%-92.9pp | 282.22%-303.6pp |
| Employer contribution / active EE | $11,384 | $4,847+134.9% | $3,836+196.8% | $4,866+134.0% |
| Participant deferral / active EE | $9,307 | $5,630+65.3% | $4,797+94.0% | $5,352+73.9% |
| Admin fee / account holder | $654 | $9,545-93.1% | $7,478-91.3% | $9,540-93.1% |