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 8-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 | $55,765 | $158,817-64.9% | $121,196-54.0% | $135,375-58.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -9.68% | -0.64%-9.0pp | 16.93%-26.6pp | 519.73%-529.4pp |
| Employer contribution / active EE | $3,600 | $5,665-36.4% | $4,022-10.5% | $4,779-24.7% |
| Participant deferral / active EE | $17,478 | $4,005+336.4% | $3,344+422.6% | $5,609+211.6% |
| Admin fee / account holder | $2,305 | $6,512-64.6% | $5,019-54.1% | $10,827-78.7% |