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 | $49,043 | $91,538-46.4% | $129,995-62.3% | $75,163-34.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -8.00% | -631.11%+623.1pp | -137.18%+129.2pp | 160.62%-168.6pp |
| Employer contribution / active EE | $750 | $2,845-73.6% | $4,320-82.6% | $2,670-71.9% |
| Participant deferral / active EE | $3,171 | $4,341-26.9% | $5,820-45.5% | $4,125-23.1% |
| Admin fee / account holder | $19,390 | $6,790+185.6% | $10,614+82.7% | $5,651+243.1% |