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 | $52,761 | $165,984-68.2% | $164,813-68.0% | $145,922-63.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -10.62% | 100.03%-110.7pp | 69.93%-80.6pp | 561.29%-571.9pp |
| Employer contribution / active EE | $20,478 | $5,273+288.4% | $4,341+371.8% | $4,660+339.5% |
| Participant deferral / active EE | $11,123 | $6,959+59.8% | $6,031+84.4% | $6,688+66.3% |
| Admin fee / account holder | $2,224 | $16,648-86.6% | $12,690-82.5% | $13,397-83.4% |