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 | $14,963 | $100,773-85.2% | $88,946-83.2% | $142,382-89.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | -9.24% | 70.18%-79.4pp | 57.82%-67.1pp | 217.08%-226.3pp |
| Employer contribution / active EE | $1,119 | $2,918-61.6% | $2,555-56.2% | $4,299-74.0% |
| Participant deferral / active EE | $1,746 | $5,230-66.6% | $4,581-61.9% | $6,507-73.2% |
| Admin fee / account holder | $6,746 | $9,693-30.4% | $8,261-18.3% | $12,624-46.6% |