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 8-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 | $35,106 | $105,860-66.8% | $90,749-61.3% | $134,475-73.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -24.79% | -11.01%-13.8pp | -12.16%-12.6pp | 417.96%-442.8pp |
| Employer contribution / active EE | $2,223 | $3,462-35.8% | $2,921-23.9% | $4,740-53.1% |
| Participant deferral / active EE | $37,107 | $5,216+611.5% | $4,564+713.0% | $6,400+479.8% |
| Admin fee / account holder | $356,321 | $13,938+2456.5% | $8,445+4119.5% | $11,426+3018.5% |