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 | $36,126 | $64,307-43.8% | $57,343-37.0% | $125,391-71.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -4.58% | 25.12%-29.7pp | 24.39%-29.0pp | 282.22%-286.8pp |
| Employer contribution / active EE | $1,366 | $3,193-57.2% | $2,689-49.2% | $4,866-71.9% |
| Participant deferral / active EE | $11,212 | $3,848+191.3% | $3,162+254.5% | $5,352+109.5% |
| Admin fee / account holder | $988 | $5,242-81.2% | $3,356-70.6% | $9,540-89.6% |