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 7-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 | $36,180 | $95,862-62.3% | $79,550-54.5% | $134,475-73.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.28% | -2.69%-18.6pp | 0.16%-21.4pp | 417.96%-439.2pp |
| Employer contribution / active EE | $2,296 | $3,128-26.6% | $2,413-4.9% | $4,740-51.6% |
| Participant deferral / active EE | $7,699 | $4,693+64.1% | $3,985+93.2% | $6,400+20.3% |
| Admin fee / account holder | $3,035 | $9,126-66.7% | $6,832-55.6% | $11,426-73.4% |