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 | $38,159 | $110,094-65.3% | $151,611-74.8% | $68,494-44.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -21.04% | -10.12%-10.9pp | 3.33%-24.4pp | -7.84%-13.2pp |
| Employer contribution / active EE | $5,220 | $4,471+16.8% | $6,166-15.3% | $2,596+101.1% |
| Participant deferral / active EE | $3,528 | $6,527-45.9% | $8,363-57.8% | $4,027-12.4% |
| Admin fee / account holder | $543 | $7,719-93.0% | $11,616-95.3% | $5,403-89.9% |