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 9-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 | $51,874 | $167,484-69.0% | $151,611-65.8% | $134,475-61.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -28.13% | 7.80%-35.9pp | 3.33%-31.5pp | 417.96%-446.1pp |
| Employer contribution / active EE | $2,805 | $6,829-58.9% | $6,166-54.5% | $4,740-40.8% |
| Participant deferral / active EE | $11,708 | $8,986+30.3% | $8,363+40.0% | $6,400+82.9% |
| Admin fee / account holder | $409 | $13,783-97.0% | $11,616-96.5% | $11,426-96.4% |