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 | $44,416 | $175,600-74.7% | $129,110-65.6% | $134,475-67.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -28.28% | -11.39%-16.9pp | -10.94%-17.3pp | 417.96%-446.2pp |
| Employer contribution / active EE | $11,506 | $6,355+81.1% | $5,052+127.8% | $4,740+142.7% |
| Participant deferral / active EE | $25,498 | $7,975+219.7% | $6,542+289.8% | $6,400+298.4% |
| Admin fee / account holder | $1,669 | $23,567-92.9% | $14,302-88.3% | $11,426-85.4% |