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 | $50,779 | $127,386-60.1% | $115,037-55.9% | $125,391-59.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.57% | 31.28%-34.8pp | 26.14%-29.7pp | 282.22%-285.8pp |
| Employer contribution / active EE | $2,879 | $5,166-44.3% | $4,608-37.5% | $4,866-40.8% |
| Participant deferral / active EE | $7,810 | $6,423+21.6% | $6,026+29.6% | $5,352+45.9% |
| Admin fee / account holder | $5,882 | $9,516-38.2% | $8,175-28.0% | $9,540-38.3% |