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 | $41,582 | $95,193-56.3% | $76,523-45.7% | $135,375-69.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -12.04% | 4.85%-16.9pp | -0.27%-11.8pp | 519.73%-531.8pp |
| Employer contribution / active EE | $1,985 | $3,302-39.9% | $2,647-25.0% | $4,779-58.5% |
| Participant deferral / active EE | $3,974 | $4,639-14.3% | $3,835+3.6% | $5,609-29.1% |
| Admin fee / account holder | $3,681 | $6,249-41.1% | $4,848-24.1% | $10,827-66.0% |