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 8-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 | $26,199 | $95,266-72.5% | $82,389-68.2% | $142,382-81.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | -3.08% | 25.74%-28.8pp | 28.67%-31.7pp | 217.08%-220.2pp |
| Employer contribution / active EE | $1,206 | $2,991-59.7% | $2,517-52.1% | $4,299-72.0% |
| Participant deferral / active EE | $3,902 | $4,809-18.9% | $4,155-6.1% | $6,507-40.0% |
| Admin fee / account holder | $4,288 | $8,563-49.9% | $7,231-40.7% | $12,624-66.0% |