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 | $49,462 | $57,541-14.0% | $95,745-48.3% | $75,163-34.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | -6.55% | 34.93%-41.5pp | 28.35%-34.9pp | 160.62%-167.2pp |
| Employer contribution / active EE | $6,452 | $1,808+256.9% | $2,835+127.6% | $2,670+141.7% |
| Participant deferral / active EE | $3,565 | $3,074+16.0% | $4,245-16.0% | $4,125-13.6% |
| Admin fee / account holder | $1,161 | $4,099-71.7% | $5,678-79.6% | $5,651-79.5% |