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 | $37,105 | $142,344-73.9% | $119,609-69.0% | $134,475-72.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.68% | -12.44%-8.2pp | -14.97%-5.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $6,309 | $5,222+20.8% | $4,232+49.1% | $4,740+33.1% |
| Participant deferral / active EE | $6,647 | $6,469+2.7% | $5,602+18.7% | $6,400+3.9% |
| Admin fee / account holder | $535 | $13,584-96.1% | $10,323-94.8% | $11,426-95.3% |