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 | $57,337 | $140,588-59.2% | $123,104-53.4% | $125,391-54.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.91% | 16.80%-21.7pp | 13.22%-18.1pp | 282.22%-287.1pp |
| Employer contribution / active EE | $4,632 | $6,041-23.3% | $5,151-10.1% | $4,866-4.8% |
| Participant deferral / active EE | $12,354 | $6,980+77.0% | $6,230+98.3% | $5,352+130.9% |
| Admin fee / account holder | $442 | $11,198-96.1% | $9,015-95.1% | $9,540-95.4% |