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 | $49,197 | $142,344-65.4% | $119,609-58.9% | $134,475-63.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -26.16% | -12.44%-13.7pp | -14.97%-11.2pp | 417.96%-444.1pp |
| Employer contribution / active EE | $3,826 | $5,222-26.7% | $4,232-9.6% | $4,740-19.3% |
| Participant deferral / active EE | $2,452 | $6,469-62.1% | $5,602-56.2% | $6,400-61.7% |
| Admin fee / account holder | $4,019 | $13,584-70.4% | $10,323-61.1% | $11,426-64.8% |