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 | $47,991 | $69,010-30.5% | $159,960-70.0% | $68,494-29.9% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -20.05% | -9.65%-10.4pp | 408.60%-428.7pp | -7.84%-12.2pp |
| Employer contribution / active EE | $5,893 | $2,213+166.3% | $4,226+39.5% | $2,596+127.0% |
| Participant deferral / active EE | $7,632 | $4,212+81.2% | $6,182+23.4% | $4,027+89.5% |
| Admin fee / account holder | $1,221 | $4,798-74.5% | $8,698-86.0% | $5,403-77.4% |