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 | $56,078 | $106,515-47.4% | $96,683-42.0% | $139,434-59.8% |
| Participation rate | 84.2% | 77.8%+6.4pp | 74.3%+9.9pp | 80.3%+3.9pp |
| Annual return | -2.67% | 38.43%-41.1pp | 35.69%-38.4pp | 372.94%-375.6pp |
| Employer contribution / active EE | $1,419 | $4,103-65.4% | $3,737-62.0% | $4,751-70.1% |
| Participant deferral / active EE | $4,032 | $5,454-26.1% | $4,878-17.3% | $6,710-39.9% |
| Admin fee / account holder | $90,256 | $7,877+1045.8% | $6,730+1241.2% | $11,403+691.5% |