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 | $23,923 | $87,705-72.7% | $63,517-62.3% | $125,391-80.9% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -4.52% | 21.70%-26.2pp | -70.30%+65.8pp | 282.22%-286.7pp |
| Employer contribution / active EE | $2,258 | $3,601-37.3% | $2,322-2.8% | $4,866-53.6% |
| Participant deferral / active EE | $1,180 | $3,939-70.0% | $2,953-60.0% | $5,352-77.9% |
| Admin fee / account holder | $3,657 | $11,948-69.4% | $5,892-37.9% | $9,540-61.7% |