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 | $43,017 | $142,344-69.8% | $119,609-64.0% | $134,475-68.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.21% | -12.44%-7.8pp | -14.97%-5.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $4,501 | $5,222-13.8% | $4,232+6.4% | $4,740-5.0% |
| Participant deferral / active EE | $8,342 | $6,469+28.9% | $5,602+48.9% | $6,400+30.3% |
| Admin fee / account holder | $950 | $13,584-93.0% | $10,323-90.8% | $11,426-91.7% |