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 | $65,775 | $95,862-31.4% | $79,550-17.3% | $134,475-51.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.30% | -2.69%-18.6pp | 0.16%-21.5pp | 417.96%-439.3pp |
| Employer contribution / active EE | $5,000 | $3,128+59.8% | $2,413+107.2% | $4,740+5.5% |
| Participant deferral / active EE | $2,347 | $4,693-50.0% | $3,985-41.1% | $6,400-63.3% |
| Admin fee / account holder | $16,185 | $9,126+77.4% | $6,832+136.9% | $11,426+41.7% |