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 | $43,926 | $95,971-54.2% | $74,550-41.1% | $135,375-67.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.12% | 56.96%-68.1pp | 32.53%-43.6pp | 519.73%-530.9pp |
| Employer contribution / active EE | $2,892 | $2,716+6.5% | $1,961+47.5% | $4,779-39.5% |
| Participant deferral / active EE | $18,500 | $3,843+381.3% | $3,108+495.2% | $5,609+229.8% |
| Admin fee / account holder | $11,059 | $6,522+69.6% | $5,060+118.6% | $10,827+2.1% |