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 | $43,477 | $158,817-72.6% | $121,196-64.1% | $135,375-67.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -9.72% | -0.64%-9.1pp | 16.93%-26.7pp | 519.73%-529.5pp |
| Employer contribution / active EE | $7,923 | $5,665+39.9% | $4,022+97.0% | $4,779+65.8% |
| Participant deferral / active EE | $6,541 | $4,005+63.3% | $3,344+95.6% | $5,609+16.6% |
| Admin fee / account holder | $500 | $6,512-92.3% | $5,019-90.0% | $10,827-95.4% |