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 | $28,756 | $159,602-82.0% | $150,045-80.8% | $142,382-79.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -65.44% | 70.24%-135.7pp | 62.55%-128.0pp | 217.08%-282.5pp |
| Employer contribution / active EE | $7,057 | $4,961+42.3% | $4,693+50.4% | $4,299+64.2% |
| Participant deferral / active EE | $11,782 | $8,310+41.8% | $7,997+47.3% | $6,507+81.1% |
| Admin fee / account holder | $24,435 | $14,846+64.6% | $13,435+81.9% | $12,624+93.6% |