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 | $72,535 | $127,100-42.9% | $105,738-31.4% | $135,375-46.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -8.44% | 4.49%-12.9pp | 6.27%-14.7pp | 519.73%-528.2pp |
| Employer contribution / active EE | $21,596 | $4,107+425.9% | $3,268+560.8% | $4,779+351.9% |
| Participant deferral / active EE | $13,015 | $5,064+157.0% | $4,080+219.0% | $5,609+132.0% |
| Admin fee / account holder | $674 | $9,087-92.6% | $6,913-90.2% | $10,827-93.8% |