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 | $25,389 | $99,032-74.4% | $80,019-68.3% | $135,375-81.2% |
| Participation rate | 89.5% | 78.4%+11.1pp | 75.8%+13.6pp | 82.6%+6.8pp |
| Annual return | -11.47% | 15.39%-26.9pp | 11.22%-22.7pp | 519.73%-531.2pp |
| Employer contribution / active EE | $11,259 | $3,043+269.9% | $2,468+356.2% | $4,779+135.6% |
| Participant deferral / active EE | $5,275 | $4,282+23.2% | $3,686+43.1% | $5,609-6.0% |
| Admin fee / account holder | $945 | $10,436-90.9% | $6,521-85.5% | $10,827-91.3% |