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 3-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 | $23,682 | $159,602-85.2% | $150,045-84.2% | $142,382-83.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -24.86% | 70.24%-95.1pp | 62.55%-87.4pp | 217.08%-241.9pp |
| Employer contribution / active EE | $2,407 | $4,961-51.5% | $4,693-48.7% | $4,299-44.0% |
| Participant deferral / active EE | $15,067 | $8,310+81.3% | $7,997+88.4% | $6,507+131.5% |
| Admin fee / account holder | $4,883 | $14,846-67.1% | $13,435-63.7% | $12,624-61.3% |