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 | $47,807 | $82,664-42.2% | $125,339-61.9% | $68,494-30.2% |
| Participation rate | 97.5% | 75.0%+22.5pp | 82.4%+15.1pp | 67.9%+29.6pp |
| Annual return | -22.66% | -5.97%-16.7pp | 572.05%-594.7pp | -7.84%-14.8pp |
| Employer contribution / active EE | $9,625 | $3,381+184.7% | $4,814+99.9% | $2,596+270.7% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,335 | $6,275-62.8% | $10,010-76.7% | $5,403-56.8% |