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 | $49,879 | $86,891-42.6% | $142,449-65.0% | $75,163-33.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | -7.14% | 23.31%-30.5pp | 19.99%-27.1pp | 160.62%-167.8pp |
| Employer contribution / active EE | $1,677 | $3,355-50.0% | $4,847-65.4% | $2,670-37.2% |
| Participant deferral / active EE | $3,007 | $4,938-39.1% | $6,283-52.1% | $4,125-27.1% |
| Admin fee / account holder | $4,051 | $7,299-44.5% | $10,011-59.5% | $5,651-28.3% |