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 | $43,002 | $87,540-50.9% | $75,781-43.3% | $125,391-65.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.37% | 13.48%-17.9pp | 9.68%-14.0pp | 282.22%-286.6pp |
| Employer contribution / active EE | $1,574 | $3,930-59.9% | $3,323-52.6% | $4,866-67.6% |
| Participant deferral / active EE | $2,033 | $4,229-51.9% | $3,651-44.3% | $5,352-62.0% |
| Admin fee / account holder | $2,586 | $6,502-60.2% | $5,299-51.2% | $9,540-72.9% |