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 | $55,489 | $99,032-44.0% | $80,019-30.7% | $135,375-59.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -15.92% | 15.39%-31.3pp | 11.22%-27.1pp | 519.73%-535.6pp |
| Employer contribution / active EE | $3,564 | $3,043+17.1% | $2,468+44.4% | $4,779-25.4% |
| Participant deferral / active EE | $10,296 | $4,282+140.4% | $3,686+179.4% | $5,609+83.6% |
| Admin fee / account holder | $508 | $10,436-95.1% | $6,521-92.2% | $10,827-95.3% |