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 | $55,236 | $92,222-40.1% | $76,768-28.0% | $135,375-59.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -10.49% | 5.46%-15.9pp | 2.43%-12.9pp | 519.73%-530.2pp |
| Employer contribution / active EE | $5,368 | $3,216+66.9% | $2,485+116.0% | $4,779+12.3% |
| Participant deferral / active EE | $14,245 | $4,509+216.0% | $3,852+269.9% | $5,609+154.0% |
| Admin fee / account holder | $783 | $10,748-92.7% | $6,675-88.3% | $10,827-92.8% |