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 | $34,791 | $107,791-67.7% | $90,645-61.6% | $135,375-74.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -12.97% | -0.90%-12.1pp | 1.88%-14.9pp | 519.73%-532.7pp |
| Employer contribution / active EE | $1,182 | $3,018-60.8% | $2,532-53.3% | $4,779-75.3% |
| Participant deferral / active EE | $4,751 | $3,872+22.7% | $3,425+38.7% | $5,609-15.3% |
| Admin fee / account holder | $305 | $5,930-94.8% | $4,994-93.9% | $10,827-97.2% |