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 9-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 | $47,076 | $100,754-53.3% | $86,677-45.7% | $134,475-65.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.74% | 29.04%-49.8pp | 35.91%-56.6pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,634 | $3,489-53.2% | $2,836-42.4% | $4,740-65.5% |
| Participant deferral / active EE | $2,351 | $5,338-56.0% | $4,656-49.5% | $6,400-63.3% |
| Admin fee / account holder | $19,874 | $10,926+81.9% | $7,493+165.2% | $11,426+73.9% |