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 | $35,994 | $92,222-61.0% | $76,768-53.1% | $135,375-73.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.71% | 5.46%-15.2pp | 2.43%-12.1pp | 519.73%-529.4pp |
| Employer contribution / active EE | $2,643 | $3,216-17.8% | $2,485+6.4% | $4,779-44.7% |
| Participant deferral / active EE | $10,949 | $4,509+142.8% | $3,852+184.3% | $5,609+95.2% |
| Admin fee / account holder | $648 | $10,748-94.0% | $6,675-90.3% | $10,827-94.0% |