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 | $43,960 | $93,024-52.7% | $77,024-42.9% | $134,475-67.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -22.03% | 62.60%-84.6pp | 42.32%-64.3pp | 417.96%-440.0pp |
| Employer contribution / active EE | $3,755 | $3,418+9.9% | $2,812+33.5% | $4,740-20.8% |
| Participant deferral / active EE | $5,353 | $5,238+2.2% | $4,426+20.9% | $6,400-16.4% |
| Admin fee / account holder | $833 | $6,944-88.0% | $5,425-84.6% | $11,426-92.7% |