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 | $42,914 | $140,588-69.5% | $123,104-65.1% | $125,391-65.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -7.92% | 16.80%-24.7pp | 13.22%-21.1pp | 282.22%-290.1pp |
| Employer contribution / active EE | $2,392 | $6,041-60.4% | $5,151-53.6% | $4,866-50.8% |
| Participant deferral / active EE | $3,102 | $6,980-55.6% | $6,230-50.2% | $5,352-42.0% |
| Admin fee / account holder | $550 | $11,198-95.1% | $9,015-93.9% | $9,540-94.2% |