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 | $35,484 | $78,672-54.9% | $109,143-67.5% | $85,850-58.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | -13.03% | 25.09%-38.1pp | 25.75%-38.8pp | 318.53%-331.6pp |
| Employer contribution / active EE | $1,176 | $2,735-57.0% | $3,722-68.4% | $2,565-54.1% |
| Participant deferral / active EE | $2,860 | $3,467-17.5% | $4,653-38.5% | $3,952-27.6% |
| Admin fee / account holder | $357 | $5,469-93.5% | $6,752-94.7% | $6,260-94.3% |