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 | $99,249 | $105,860-6.2% | $90,749+9.4% | $134,475-26.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -23.80% | -11.01%-12.8pp | -12.16%-11.6pp | 417.96%-441.8pp |
| Employer contribution / active EE | $1,444 | $3,462-58.3% | $2,921-50.6% | $4,740-69.5% |
| Participant deferral / active EE | $2,910 | $5,216-44.2% | $4,564-36.2% | $6,400-54.5% |
| Admin fee / account holder | $1,584 | $13,938-88.6% | $8,445-81.2% | $11,426-86.1% |