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 | $60,511 | $87,540-30.9% | $75,781-20.2% | $125,391-51.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -8.83% | 13.48%-22.3pp | 9.68%-18.5pp | 282.22%-291.1pp |
| Employer contribution / active EE | $1,726 | $3,930-56.1% | $3,323-48.1% | $4,866-64.5% |
| Participant deferral / active EE | $4,319 | $4,229+2.1% | $3,651+18.3% | $5,352-19.3% |
| Admin fee / account holder | $1,017 | $6,502-84.4% | $5,299-80.8% | $9,540-89.3% |