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 | $29,189 | $65,041-55.1% | $90,951-67.9% | $79,858-63.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | -40.65% | 30.45%-71.1pp | 134.60%-175.3pp | 31.71%-72.4pp |
| Employer contribution / active EE | $2,865 | $1,247+129.8% | $2,122+35.0% | $2,471+16.0% |
| Participant deferral / active EE | $5,466 | $2,512+117.6% | $3,373+62.0% | $3,740+46.1% |
| Admin fee / account holder | $4,809 | $4,536+6.0% | $5,959-19.3% | $5,306-9.4% |