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 | $66,777 | $99,032-32.6% | $80,019-16.5% | $135,375-50.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -10.22% | 15.39%-25.6pp | 11.22%-21.4pp | 519.73%-530.0pp |
| Employer contribution / active EE | $1,218 | $3,043-60.0% | $2,468-50.6% | $4,779-74.5% |
| Participant deferral / active EE | $3,326 | $4,282-22.3% | $3,686-9.8% | $5,609-40.7% |
| Admin fee / account holder | $669 | $10,436-93.6% | $6,521-89.7% | $10,827-93.8% |