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 8-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 | $33,654 | $95,862-64.9% | $79,550-57.7% | $134,475-75.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.78% | -2.69%-19.1pp | 0.16%-21.9pp | 417.96%-439.7pp |
| Employer contribution / active EE | $1,787 | $3,128-42.9% | $2,413-26.0% | $4,740-62.3% |
| Participant deferral / active EE | $4,637 | $4,693-1.2% | $3,985+16.4% | $6,400-27.5% |
| Admin fee / account holder | $3,242 | $9,126-64.5% | $6,832-52.6% | $11,426-71.6% |