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 | $87,751 | $118,450-25.9% | $98,439-10.9% | $139,434-37.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | -4.76% | 18.94%-23.7pp | 21.16%-25.9pp | 372.94%-377.7pp |
| Employer contribution / active EE | $16,455 | $3,609+355.9% | $3,048+439.9% | $4,751+246.4% |
| Participant deferral / active EE | $0 | $5,392-100.0% | $4,738-100.0% | $6,710-100.0% |
| Admin fee / account holder | $29,678 | $14,026+111.6% | $8,948+231.7% | $11,403+160.3% |