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 | $25,781 | $59,107-56.4% | $86,436-70.2% | $68,494-62.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -29.14% | -0.23%-28.9pp | 4394.89%-4424.0pp | -7.84%-21.3pp |
| Employer contribution / active EE | $2,111 | $2,519-16.2% | $3,769-44.0% | $2,596-18.7% |
| Participant deferral / active EE | $11,398 | $5,901+93.1% | $6,952+64.0% | $4,027+183.0% |
| Admin fee / account holder | $3,393 | $5,637-39.8% | $6,731-49.6% | $5,403-37.2% |