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 | $116,207 | $167,307-30.5% | $143,757-19.2% | $134,475-13.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.20% | 0.46%-20.7pp | -0.04%-20.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $4,009 | $5,619-28.7% | $4,951-19.0% | $4,740-15.4% |
| Participant deferral / active EE | $11,021 | $6,446+71.0% | $5,637+95.5% | $6,400+72.2% |
| Admin fee / account holder | $516,339 | $18,088+2754.6% | $14,673+3419.0% | $11,426+4419.0% |