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 | $32,581 | $99,032-67.1% | $80,019-59.3% | $135,375-75.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -10.71% | 15.39%-26.1pp | 11.22%-21.9pp | 519.73%-530.4pp |
| Employer contribution / active EE | $5,000 | $3,043+64.3% | $2,468+102.6% | $4,779+4.6% |
| Participant deferral / active EE | $9,453 | $4,282+120.8% | $3,686+156.5% | $5,609+68.5% |
| Admin fee / account holder | $483 | $10,436-95.4% | $6,521-92.6% | $10,827-95.5% |