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 | $54,767 | $95,971-42.9% | $74,550-26.5% | $135,375-59.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.89% | 56.96%-66.9pp | 32.53%-42.4pp | 519.73%-529.6pp |
| Employer contribution / active EE | $9,638 | $2,716+254.9% | $1,961+391.5% | $4,779+101.7% |
| Participant deferral / active EE | $8,094 | $3,843+110.6% | $3,108+160.4% | $5,609+44.3% |
| Admin fee / account holder | $335 | $6,522-94.9% | $5,060-93.4% | $10,827-96.9% |