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 | $60,346 | $158,817-62.0% | $121,196-50.2% | $135,375-55.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -12.43% | -0.64%-11.8pp | 16.93%-29.4pp | 519.73%-532.2pp |
| Employer contribution / active EE | $8,559 | $5,665+51.1% | $4,022+112.8% | $4,779+79.1% |
| Participant deferral / active EE | $3,083 | $4,005-23.0% | $3,344-7.8% | $5,609-45.0% |
| Admin fee / account holder | $793 | $6,512-87.8% | $5,019-84.2% | $10,827-92.7% |