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 | $35,979 | $167,484-78.5% | $151,611-76.3% | $134,475-73.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -26.13% | 7.80%-33.9pp | 3.33%-29.5pp | 417.96%-444.1pp |
| Employer contribution / active EE | $3,450 | $6,829-49.5% | $6,166-44.1% | $4,740-27.2% |
| Participant deferral / active EE | $12,489 | $8,986+39.0% | $8,363+49.3% | $6,400+95.1% |
| Admin fee / account holder | $132,567 | $13,783+861.8% | $11,616+1041.3% | $11,426+1060.2% |