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 | $53,665 | $149,734-64.2% | $118,925-54.9% | $158,922-66.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | -10.17% | 19.95%-30.1pp | 35.88%-46.1pp | 302.83%-313.0pp |
| Employer contribution / active EE | $3,186 | $4,115-22.6% | $3,263-2.3% | $4,761-33.1% |
| Participant deferral / active EE | $3,186 | $5,223-39.0% | $4,265-25.3% | $5,982-46.7% |
| Admin fee / account holder | $875 | $8,603-89.8% | $6,581-86.7% | $11,246-92.2% |