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 5-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 | $27,797 | $100,754-72.4% | $86,677-67.9% | $134,475-79.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -25.47% | 29.04%-54.5pp | 35.91%-61.4pp | 417.96%-443.4pp |
| Employer contribution / active EE | $4,560 | $3,489+30.7% | $2,836+60.8% | $4,740-3.8% |
| Participant deferral / active EE | $20,499 | $5,338+284.0% | $4,656+340.3% | $6,400+220.3% |
| Admin fee / account holder | $8,397 | $10,926-23.1% | $7,493+12.1% | $11,426-26.5% |