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 | $158,030 | $97,044+62.8% | $83,333+89.6% | $135,375+16.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.80% | 12.31%-24.1pp | 10.63%-22.4pp | 519.73%-531.5pp |
| Employer contribution / active EE | $1,374 | $4,143-66.8% | $3,379-59.3% | $4,779-71.2% |
| Participant deferral / active EE | $6,960 | $5,964+16.7% | $5,565+25.1% | $5,609+24.1% |
| Admin fee / account holder | $570 | $8,380-93.2% | $7,510-92.4% | $10,827-94.7% |