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 | $44,287 | $175,600-74.8% | $129,110-65.7% | $134,475-67.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -19.79% | -11.39%-8.4pp | -10.94%-8.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,626 | $6,355-58.7% | $5,052-48.0% | $4,740-44.6% |
| Participant deferral / active EE | $7,427 | $7,975-6.9% | $6,542+13.5% | $6,400+16.0% |
| Admin fee / account holder | $817 | $23,567-96.5% | $14,302-94.3% | $11,426-92.8% |