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 | $67,214 | $158,817-57.7% | $121,196-44.5% | $135,375-50.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -12.09% | -0.64%-11.5pp | 16.93%-29.0pp | 519.73%-531.8pp |
| Employer contribution / active EE | $2,500 | $5,665-55.9% | $4,022-37.8% | $4,779-47.7% |
| Participant deferral / active EE | $20,000 | $4,005+399.4% | $3,344+498.0% | $5,609+256.6% |
| Admin fee / account holder | $839 | $6,512-87.1% | $5,019-83.3% | $10,827-92.3% |