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 | $35,448 | $57,354-38.2% | $83,848-57.7% | $64,186-44.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -11.19% | 11.38%-22.6pp | 850.88%-862.1pp | 7.63%-18.8pp |
| Employer contribution / active EE | $8,223 | $2,545+223.1% | $3,631+126.5% | $2,381+245.4% |
| Participant deferral / active EE | $3,206 | $2,993+7.1% | $4,082-21.5% | $3,470-7.6% |
| Admin fee / account holder | $343 | $4,046-91.5% | $5,478-93.7% | $4,888-93.0% |