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 | $29,697 | $211,958-86.0% | $169,463-82.5% | $135,375-78.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.37% | 3.26%-14.6pp | 1.83%-13.2pp | 519.73%-531.1pp |
| Employer contribution / active EE | $4,365 | $5,120-14.7% | $4,159+4.9% | $4,779-8.7% |
| Participant deferral / active EE | $4,365 | $6,075-28.2% | $5,277-17.3% | $5,609-22.2% |
| Admin fee / account holder | $434 | $11,471-96.2% | $9,109-95.2% | $10,827-96.0% |