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 | $36,712 | $211,958-82.7% | $169,463-78.3% | $135,375-72.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -16.10% | 3.26%-19.4pp | 1.83%-17.9pp | 519.73%-535.8pp |
| Employer contribution / active EE | $3,687 | $5,120-28.0% | $4,159-11.3% | $4,779-22.8% |
| Participant deferral / active EE | $11,155 | $6,075+83.6% | $5,277+111.4% | $5,609+98.9% |
| Admin fee / account holder | $329 | $11,471-97.1% | $9,109-96.4% | $10,827-97.0% |