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 4-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 | $29,926 | $148,534-79.9% | $135,903-78.0% | $139,434-78.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -91.61% | 79.19%-170.8pp | 68.23%-159.8pp | 372.94%-464.5pp |
| Employer contribution / active EE | $3,402 | $5,243-35.1% | $4,856-30.0% | $4,751-28.4% |
| Participant deferral / active EE | $6,492 | $8,100-19.8% | $7,758-16.3% | $6,710-3.2% |
| Admin fee / account holder | $317 | $12,400-97.4% | $10,762-97.1% | $11,403-97.2% |