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 9-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 | $27,065 | $95,862-71.8% | $79,550-66.0% | $134,475-79.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -25.44% | -2.69%-22.8pp | 0.16%-25.6pp | 417.96%-443.4pp |
| Employer contribution / active EE | $1,224 | $3,128-60.9% | $2,413-49.3% | $4,740-74.2% |
| Participant deferral / active EE | $5,484 | $4,693+16.8% | $3,985+37.6% | $6,400-14.3% |
| Admin fee / account holder | $336 | $9,126-96.3% | $6,832-95.1% | $11,426-97.1% |