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 | $64,914 | $83,908-22.6% | $68,509-5.2% | $125,391-48.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -4.09% | 14.48%-18.6pp | 8.27%-12.4pp | 282.22%-286.3pp |
| Employer contribution / active EE | $7,703 | $3,031+154.1% | $2,278+238.2% | $4,866+58.3% |
| Participant deferral / active EE | $4,148 | $4,125+0.6% | $3,382+22.6% | $5,352-22.5% |
| Admin fee / account holder | $378 | $8,982-95.8% | $5,275-92.8% | $9,540-96.0% |