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 7-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 | $32,878 | $95,862-65.7% | $79,550-58.7% | $134,475-75.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.57% | -2.69%-19.9pp | 0.16%-22.7pp | 417.96%-440.5pp |
| Employer contribution / active EE | $955 | $3,128-69.5% | $2,413-60.4% | $4,740-79.8% |
| Participant deferral / active EE | $1,763 | $4,693-62.4% | $3,985-55.8% | $6,400-72.5% |
| Admin fee / account holder | $3,076 | $9,126-66.3% | $6,832-55.0% | $11,426-73.1% |