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 | $64,535 | $167,484-61.5% | $151,611-57.4% | $134,475-52.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -28.85% | 7.80%-36.7pp | 3.33%-32.2pp | 417.96%-446.8pp |
| Employer contribution / active EE | $1,611 | $6,829-76.4% | $6,166-73.9% | $4,740-66.0% |
| Participant deferral / active EE | $13,503 | $8,986+50.3% | $8,363+61.5% | $6,400+111.0% |
| Admin fee / account holder | $44,167 | $13,783+220.4% | $11,616+280.2% | $11,426+286.5% |