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 | $53,194 | $82,286-35.4% | $68,791-22.7% | $134,475-60.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -20.98% | -2.19%-18.8pp | -6.38%-14.6pp | 417.96%-438.9pp |
| Employer contribution / active EE | $3,211 | $3,301-2.7% | $2,655+20.9% | $4,740-32.3% |
| Participant deferral / active EE | $6,654 | $4,739+40.4% | $3,941+68.8% | $6,400+4.0% |
| Admin fee / account holder | $406 | $6,481-93.7% | $4,932-91.8% | $11,426-96.4% |