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 | $37,614 | $107,791-65.1% | $90,645-58.5% | $135,375-72.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -10.42% | -0.90%-9.5pp | 1.88%-12.3pp | 519.73%-530.2pp |
| Employer contribution / active EE | $6,096 | $3,018+102.0% | $2,532+140.8% | $4,779+27.6% |
| Participant deferral / active EE | $9,583 | $3,872+147.5% | $3,425+179.8% | $5,609+70.8% |
| Admin fee / account holder | $313 | $5,930-94.7% | $4,994-93.7% | $10,827-97.1% |