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 | $28,095 | $167,307-83.2% | $143,757-80.5% | $134,475-79.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -32.20% | 0.46%-32.7pp | -0.04%-32.2pp | 417.96%-450.2pp |
| Employer contribution / active EE | $4,026 | $5,619-28.3% | $4,951-18.7% | $4,740-15.1% |
| Participant deferral / active EE | $13,456 | $6,446+108.8% | $5,637+138.7% | $6,400+110.3% |
| Admin fee / account holder | $2,639 | $18,088-85.4% | $14,673-82.0% | $11,426-76.9% |