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 | $70,755 | $100,754-29.8% | $86,677-18.4% | $134,475-47.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -26.39% | 29.04%-55.4pp | 35.91%-62.3pp | 417.96%-444.4pp |
| Employer contribution / active EE | $2,208 | $3,489-36.7% | $2,836-22.2% | $4,740-53.4% |
| Participant deferral / active EE | $10,060 | $5,338+88.5% | $4,656+116.1% | $6,400+57.2% |
| Admin fee / account holder | $5,181 | $10,926-52.6% | $7,493-30.9% | $11,426-54.7% |