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 7-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 | $39,004 | $142,344-72.6% | $119,609-67.4% | $134,475-71.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -23.65% | -12.44%-11.2pp | -14.97%-8.7pp | 417.96%-441.6pp |
| Employer contribution / active EE | $3,253 | $5,222-37.7% | $4,232-23.1% | $4,740-31.4% |
| Participant deferral / active EE | $11,476 | $6,469+77.4% | $5,602+104.9% | $6,400+79.3% |
| Admin fee / account holder | $5,893 | $13,584-56.6% | $10,323-42.9% | $11,426-48.4% |