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 | $54,062 | $129,942-58.4% | $104,294-48.2% | $134,475-59.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -22.17% | 42.03%-64.2pp | 24.61%-46.8pp | 417.96%-440.1pp |
| Employer contribution / active EE | $5,266 | $4,184+25.9% | $3,372+56.2% | $4,740+11.1% |
| Participant deferral / active EE | $7,192 | $5,588+28.7% | $4,625+55.5% | $6,400+12.4% |
| Admin fee / account holder | $351 | $9,323-96.2% | $7,339-95.2% | $11,426-96.9% |