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 | $67,019 | $167,307-59.9% | $143,757-53.4% | $134,475-50.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -33.18% | 0.46%-33.6pp | -0.04%-33.1pp | 417.96%-451.1pp |
| Employer contribution / active EE | $4,254 | $5,619-24.3% | $4,951-14.1% | $4,740-10.3% |
| Participant deferral / active EE | $23,772 | $6,446+268.8% | $5,637+321.7% | $6,400+271.5% |
| Admin fee / account holder | $2,901 | $18,088-84.0% | $14,673-80.2% | $11,426-74.6% |