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 | $53,918 | $152,587-64.7% | $125,175-56.9% | $152,861-64.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | -3.77% | 54.84%-58.6pp | 43.79%-47.6pp | 345.32%-349.1pp |
| Employer contribution / active EE | $3,000 | $4,946-39.3% | $3,865-22.4% | $4,762-37.0% |
| Participant deferral / active EE | $3,388 | $5,868-42.3% | $4,937-31.4% | $5,850-42.1% |
| Admin fee / account holder | $886 | $13,434-93.4% | $9,702-90.9% | $11,596-92.4% |