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 | $67,509 | $127,386-47.0% | $115,037-41.3% | $125,391-46.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -16.91% | 31.28%-48.2pp | 26.14%-43.1pp | 282.22%-299.1pp |
| Employer contribution / active EE | $1,757 | $5,166-66.0% | $4,608-61.9% | $4,866-63.9% |
| Participant deferral / active EE | $4,839 | $6,423-24.7% | $6,026-19.7% | $5,352-9.6% |
| Admin fee / account holder | $1,346 | $9,516-85.9% | $8,175-83.5% | $9,540-85.9% |