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 | $37,901 | $127,386-70.2% | $115,037-67.1% | $125,391-69.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -8.07% | 31.28%-39.3pp | 26.14%-34.2pp | 282.22%-290.3pp |
| Employer contribution / active EE | $5,874 | $5,166+13.7% | $4,608+27.5% | $4,866+20.7% |
| Participant deferral / active EE | $9,510 | $6,423+48.1% | $6,026+57.8% | $5,352+77.7% |
| Admin fee / account holder | $2,662 | $9,516-72.0% | $8,175-67.4% | $9,540-72.1% |