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 | $56,278 | $167,307-66.4% | $143,757-60.9% | $134,475-58.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.28% | 0.46%-25.7pp | -0.04%-25.2pp | 417.96%-443.2pp |
| Employer contribution / active EE | $6,930 | $5,619+23.3% | $4,951+40.0% | $4,740+46.2% |
| Participant deferral / active EE | $5,540 | $6,446-14.0% | $5,637-1.7% | $6,400-13.4% |
| Admin fee / account holder | $1,258 | $18,088-93.0% | $14,673-91.4% | $11,426-89.0% |