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 | $63,540 | $92,222-31.1% | $76,768-17.2% | $135,375-53.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -9.20% | 5.46%-14.7pp | 2.43%-11.6pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,014 | $3,216-37.4% | $2,485-19.0% | $4,779-57.9% |
| Participant deferral / active EE | $5,318 | $4,509+17.9% | $3,852+38.1% | $5,609-5.2% |
| Admin fee / account holder | $327 | $10,748-97.0% | $6,675-95.1% | $10,827-97.0% |