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 4-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 | $74,646 | $129,942-42.6% | $104,294-28.4% | $134,475-44.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.55% | 42.03%-62.6pp | 24.61%-45.2pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,233 | $4,184-46.6% | $3,372-33.8% | $4,740-52.9% |
| Participant deferral / active EE | $3,476 | $5,588-37.8% | $4,625-24.8% | $6,400-45.7% |
| Admin fee / account holder | $790 | $9,323-91.5% | $7,339-89.2% | $11,426-93.1% |