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 | $36,682 | $158,817-76.9% | $121,196-69.7% | $135,375-72.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -11.38% | -0.64%-10.7pp | 16.93%-28.3pp | 519.73%-531.1pp |
| Employer contribution / active EE | $6,651 | $5,665+17.4% | $4,022+65.4% | $4,779+39.2% |
| Participant deferral / active EE | $6,278 | $4,005+56.8% | $3,344+87.7% | $5,609+11.9% |
| Admin fee / account holder | $507 | $6,512-92.2% | $5,019-89.9% | $10,827-95.3% |