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 | $24,103 | $107,791-77.6% | $90,645-73.4% | $135,375-82.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -16.34% | -0.90%-15.4pp | 1.88%-18.2pp | 519.73%-536.1pp |
| Employer contribution / active EE | $5,720 | $3,018+89.5% | $2,532+125.9% | $4,779+19.7% |
| Participant deferral / active EE | $7,748 | $3,872+100.1% | $3,425+126.2% | $5,609+38.1% |
| Admin fee / account holder | $1,347 | $5,930-77.3% | $4,994-73.0% | $10,827-87.6% |