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 | $84,697 | $167,307-49.4% | $143,757-41.1% | $134,475-37.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -42.43% | 0.46%-42.9pp | -0.04%-42.4pp | 417.96%-460.4pp |
| Employer contribution / active EE | $9,524 | $5,619+69.5% | $4,951+92.4% | $4,740+100.9% |
| Participant deferral / active EE | $4,400 | $6,446-31.7% | $5,637-21.9% | $6,400-31.2% |
| Admin fee / account holder | $471 | $18,088-97.4% | $14,673-96.8% | $11,426-95.9% |