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 | $25,679 | $142,344-82.0% | $119,609-78.5% | $134,475-80.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.41% | -12.44%-8.0pp | -14.97%-5.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,472 | $5,222-71.8% | $4,232-65.2% | $4,740-69.0% |
| Participant deferral / active EE | $3,550 | $6,469-45.1% | $5,602-36.6% | $6,400-44.5% |
| Admin fee / account holder | $313 | $13,584-97.7% | $10,323-97.0% | $11,426-97.3% |