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 8-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 | $31,344 | $95,862-67.3% | $79,550-60.6% | $134,475-76.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -29.81% | -2.69%-27.1pp | 0.16%-30.0pp | 417.96%-447.8pp |
| Employer contribution / active EE | $2,439 | $3,128-22.0% | $2,413+1.1% | $4,740-48.5% |
| Participant deferral / active EE | $5,013 | $4,693+6.8% | $3,985+25.8% | $6,400-21.7% |
| Admin fee / account holder | $4,631 | $9,126-49.3% | $6,832-32.2% | $11,426-59.5% |