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 5-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 | $26,303 | $167,484-84.3% | $151,611-82.7% | $134,475-80.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -39.83% | 7.80%-47.6pp | 3.33%-43.2pp | 417.96%-457.8pp |
| Employer contribution / active EE | $16,106 | $6,829+135.8% | $6,166+161.2% | $4,740+239.8% |
| Participant deferral / active EE | $13,765 | $8,986+53.2% | $8,363+64.6% | $6,400+115.1% |
| Admin fee / account holder | $875 | $13,783-93.7% | $11,616-92.5% | $11,426-92.3% |