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 | $45,451 | $142,344-68.1% | $119,609-62.0% | $134,475-66.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.09% | -12.44%-7.7pp | -14.97%-5.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,005 | $5,222-61.6% | $4,232-52.6% | $4,740-57.7% |
| Participant deferral / active EE | $2,970 | $6,469-54.1% | $5,602-47.0% | $6,400-53.6% |
| Admin fee / account holder | $815 | $13,584-94.0% | $10,323-92.1% | $11,426-92.9% |