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 9-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 | $32,239 | $127,386-74.7% | $115,037-72.0% | $125,391-74.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -14.91% | 31.28%-46.2pp | 26.14%-41.1pp | 282.22%-297.1pp |
| Employer contribution / active EE | $14,446 | $5,166+179.6% | $4,608+213.5% | $4,866+196.9% |
| Participant deferral / active EE | $7,667 | $6,423+19.4% | $6,026+27.2% | $5,352+43.3% |
| Admin fee / account holder | $1,115 | $9,516-88.3% | $8,175-86.4% | $9,540-88.3% |