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 | $34,941 | $67,214-48.0% | $61,491-43.2% | $134,475-74.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.51% | -12.08%-8.4pp | -12.98%-7.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $8,471 | $4,974+70.3% | $4,246+99.5% | $4,740+78.7% |
| Participant deferral / active EE | $3,069 | $6,103-49.7% | $5,188-40.9% | $6,400-52.1% |
| Admin fee / account holder | $17,511 | $4,610+279.8% | $4,312+306.1% | $11,426+53.3% |