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 | $46,027 | $165,984-72.3% | $164,813-72.1% | $145,922-68.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -13.20% | 100.03%-113.2pp | 69.93%-83.1pp | 561.29%-574.5pp |
| Employer contribution / active EE | $1,651 | $5,273-68.7% | $4,341-62.0% | $4,660-64.6% |
| Participant deferral / active EE | $2,499 | $6,959-64.1% | $6,031-58.6% | $6,688-62.6% |
| Admin fee / account holder | $397 | $16,648-97.6% | $12,690-96.9% | $13,397-97.0% |