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 | $87,438 | $95,862-8.8% | $79,550+9.9% | $134,475-35.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -29.34% | -2.69%-26.7pp | 0.16%-29.5pp | 417.96%-447.3pp |
| Employer contribution / active EE | $1,252 | $3,128-60.0% | $2,413-48.1% | $4,740-73.6% |
| Participant deferral / active EE | $7,068 | $4,693+50.6% | $3,985+77.3% | $6,400+10.4% |
| Admin fee / account holder | $358 | $9,126-96.1% | $6,832-94.8% | $11,426-96.9% |