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 | $65,201 | $90,519-28.0% | $93,789-30.5% | $134,475-51.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -20.84% | -15.72%-5.1pp | -11.33%-9.5pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,666 | $4,343-61.6% | $4,323-61.4% | $4,740-64.8% |
| Participant deferral / active EE | $4,915 | $5,978-17.8% | $6,094-19.3% | $6,400-23.2% |
| Admin fee / account holder | $910 | $9,252-90.2% | $7,195-87.3% | $11,426-92.0% |