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 | $68,263 | $113,935-40.1% | $94,224-27.6% | $125,391-45.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.17% | 5.29%-9.5pp | 10.68%-14.9pp | 282.22%-286.4pp |
| Employer contribution / active EE | $6,995 | $4,727+48.0% | $3,587+95.0% | $4,866+43.7% |
| Participant deferral / active EE | $16,282 | $5,179+214.4% | $4,320+276.9% | $5,352+204.2% |
| Admin fee / account holder | $323 | $8,391-96.2% | $6,269-94.9% | $9,540-96.6% |