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 5-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 | $32,690 | $167,484-80.5% | $151,611-78.4% | $134,475-75.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -31.64% | 7.80%-39.4pp | 3.33%-35.0pp | 417.96%-449.6pp |
| Employer contribution / active EE | $2,537 | $6,829-62.8% | $6,166-58.9% | $4,740-46.5% |
| Participant deferral / active EE | $13,365 | $8,986+48.7% | $8,363+59.8% | $6,400+108.8% |
| Admin fee / account holder | $513 | $13,783-96.3% | $11,616-95.6% | $11,426-95.5% |