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 | $58,092 | $82,664-29.7% | $125,339-53.7% | $68,494-15.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -23.13% | -5.97%-17.2pp | 572.05%-595.2pp | -7.84%-15.3pp |
| Employer contribution / active EE | $1,533 | $3,381-54.7% | $4,814-68.2% | $2,596-41.0% |
| Participant deferral / active EE | $3,459 | $6,110-43.4% | $7,446-53.5% | $4,027-14.1% |
| Admin fee / account holder | $5,376 | $6,275-14.3% | $10,010-46.3% | $5,403-0.5% |