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 8-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 | $45,508 | $82,664-44.9% | $125,339-63.7% | $68,494-33.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.72% | -5.97%-13.8pp | 572.05%-591.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $2,335 | $3,381-30.9% | $4,814-51.5% | $2,596-10.1% |
| Participant deferral / active EE | $4,344 | $6,110-28.9% | $7,446-41.7% | $4,027+7.9% |
| Admin fee / account holder | $546 | $6,275-91.3% | $10,010-94.5% | $5,403-89.9% |