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 | $35,790 | $95,862-62.7% | $79,550-55.0% | $134,475-73.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -23.94% | -2.69%-21.3pp | 0.16%-24.1pp | 417.96%-441.9pp |
| Employer contribution / active EE | $3,375 | $3,128+7.9% | $2,413+39.9% | $4,740-28.8% |
| Participant deferral / active EE | $2,644 | $4,693-43.7% | $3,985-33.7% | $6,400-58.7% |
| Admin fee / account holder | $959 | $9,126-89.5% | $6,832-86.0% | $11,426-91.6% |