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 | $46,722 | $129,942-64.0% | $104,294-55.2% | $134,475-65.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -24.80% | 42.03%-66.8pp | 24.61%-49.4pp | 417.96%-442.8pp |
| Employer contribution / active EE | $11,683 | $4,184+179.2% | $3,372+246.5% | $4,740+146.5% |
| Participant deferral / active EE | $11,805 | $5,588+111.3% | $4,625+155.2% | $6,400+84.5% |
| Admin fee / account holder | $663 | $9,323-92.9% | $7,339-91.0% | $11,426-94.2% |