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 6-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 | $46,086 | $90,519-49.1% | $93,789-50.9% | $134,475-65.7% |
| Participation rate | 71.4% | 82.0%-10.5pp | 81.0%-9.5pp | 81.2%-9.8pp |
| Annual return | -32.78% | -15.72%-17.1pp | -11.33%-21.5pp | 417.96%-450.7pp |
| Employer contribution / active EE | $12,315 | $4,343+183.6% | $4,323+184.9% | $4,740+159.8% |
| Participant deferral / active EE | $10,948 | $5,978+83.1% | $6,094+79.6% | $6,400+71.1% |
| Admin fee / account holder | $854 | $9,252-90.8% | $7,195-88.1% | $11,426-92.5% |