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 | $54,644 | $167,307-67.3% | $143,757-62.0% | $134,475-59.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.31% | 0.46%-23.8pp | -0.04%-23.3pp | 417.96%-441.3pp |
| Employer contribution / active EE | $21,676 | $5,619+285.8% | $4,951+337.8% | $4,740+357.3% |
| Participant deferral / active EE | $14,636 | $6,446+127.1% | $5,637+159.6% | $6,400+128.7% |
| Admin fee / account holder | $1,935 | $18,088-89.3% | $14,673-86.8% | $11,426-83.1% |