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 | $48,755 | $167,307-70.9% | $143,757-66.1% | $134,475-63.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.63% | 0.46%-23.1pp | -0.04%-22.6pp | 417.96%-440.6pp |
| Employer contribution / active EE | $1,494 | $5,619-73.4% | $4,951-69.8% | $4,740-68.5% |
| Participant deferral / active EE | $4,644 | $6,446-28.0% | $5,637-17.6% | $6,400-27.4% |
| Admin fee / account holder | $12,248 | $18,088-32.3% | $14,673-16.5% | $11,426+7.2% |