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 3-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 | $22,664 | $177,572-87.2% | $154,803-85.4% | $142,382-84.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -41.56% | 65.07%-106.6pp | 58.88%-100.4pp | 217.08%-258.6pp |
| Employer contribution / active EE | $5,667 | $4,810+17.8% | $4,305+31.6% | $4,299+31.8% |
| Participant deferral / active EE | $3,196 | $6,272-49.0% | $5,540-42.3% | $6,507-50.9% |
| Admin fee / account holder | $6,303 | $16,786-62.4% | $14,329-56.0% | $12,624-50.1% |