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 10-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 | $74,096 | $98,750-25.0% | $149,696-50.5% | $79,858-7.2% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+28.0pp |
| Annual return | -22.10% | 27.43%-49.5pp | 276.60%-298.7pp | 31.71%-53.8pp |
| Employer contribution / active EE | $12,671 | $3,216+294.0% | $4,644+172.8% | $2,471+412.8% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,901 | $6,053-2.5% | $9,309-36.6% | $5,306+11.2% |