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 | $28,443 | $127,386-77.7% | $115,037-75.3% | $125,391-77.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.96% | 31.28%-36.2pp | 26.14%-31.1pp | 282.22%-287.2pp |
| Employer contribution / active EE | $1,441 | $5,166-72.1% | $4,608-68.7% | $4,866-70.4% |
| Participant deferral / active EE | $3,208 | $6,423-50.1% | $6,026-46.8% | $5,352-40.1% |
| Admin fee / account holder | $10,342 | $9,516+8.7% | $8,175+26.5% | $9,540+8.4% |