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 5-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 | $54,444 | $100,754-46.0% | $86,677-37.2% | $134,475-59.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.94% | 29.04%-50.0pp | 35.91%-56.8pp | 417.96%-438.9pp |
| Employer contribution / active EE | $20,328 | $3,489+482.6% | $2,836+616.7% | $4,740+328.9% |
| Participant deferral / active EE | $18,419 | $5,338+245.1% | $4,656+295.6% | $6,400+187.8% |
| Admin fee / account holder | $363 | $10,926-96.7% | $7,493-95.2% | $11,426-96.8% |