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 5-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 | $63,937 | $167,484-61.8% | $151,611-57.8% | $134,475-52.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -31.43% | 7.80%-39.2pp | 3.33%-34.8pp | 417.96%-449.4pp |
| Employer contribution / active EE | $10,454 | $6,829+53.1% | $6,166+69.5% | $4,740+120.6% |
| Participant deferral / active EE | $16,098 | $8,986+79.1% | $8,363+92.5% | $6,400+151.5% |
| Admin fee / account holder | $1,271 | $13,783-90.8% | $11,616-89.1% | $11,426-88.9% |