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 | $31,971 | $167,484-80.9% | $151,611-78.9% | $134,475-76.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -31.62% | 7.80%-39.4pp | 3.33%-35.0pp | 417.96%-449.6pp |
| Employer contribution / active EE | $2,873 | $6,829-57.9% | $6,166-53.4% | $4,740-39.4% |
| Participant deferral / active EE | $21,069 | $8,986+134.5% | $8,363+151.9% | $6,400+229.2% |
| Admin fee / account holder | $3,422 | $13,783-75.2% | $11,616-70.5% | $11,426-70.1% |