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 | $47,987 | $115,770-58.5% | $101,248-52.6% | $158,922-69.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -14.12% | 56.14%-70.3pp | 46.47%-60.6pp | 302.83%-316.9pp |
| Employer contribution / active EE | $3,525 | $4,175-15.6% | $3,660-3.7% | $4,761-26.0% |
| Participant deferral / active EE | $1,394 | $4,957-71.9% | $4,370-68.1% | $5,982-76.7% |
| Admin fee / account holder | $2,211 | $7,245-69.5% | $5,945-62.8% | $11,246-80.3% |