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 | $59,332 | $167,307-64.5% | $143,757-58.7% | $134,475-55.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.79% | 0.46%-25.3pp | -0.04%-24.8pp | 417.96%-442.8pp |
| Employer contribution / active EE | $3,283 | $5,619-41.6% | $4,951-33.7% | $4,740-30.7% |
| Participant deferral / active EE | $4,301 | $6,446-33.3% | $5,637-23.7% | $6,400-32.8% |
| Admin fee / account holder | $2,172 | $18,088-88.0% | $14,673-85.2% | $11,426-81.0% |