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 | $55,578 | $79,944-30.5% | $98,439-43.5% | $75,163-26.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | -2.66% | 19.75%-22.4pp | 21.16%-23.8pp | 160.62%-163.3pp |
| Employer contribution / active EE | $4,506 | $2,264+99.0% | $3,048+47.8% | $2,670+68.8% |
| Participant deferral / active EE | $6,974 | $3,752+85.9% | $4,738+47.2% | $4,125+69.1% |
| Admin fee / account holder | $26,511 | $6,840+287.6% | $8,948+196.3% | $5,651+369.1% |