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 | $22,211 | $107,791-79.4% | $90,645-75.5% | $135,375-83.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -11.13% | -0.90%-10.2pp | 1.88%-13.0pp | 519.73%-530.9pp |
| Employer contribution / active EE | $2,580 | $3,018-14.5% | $2,532+1.9% | $4,779-46.0% |
| Participant deferral / active EE | $4,120 | $3,872+6.4% | $3,425+20.3% | $5,609-26.5% |
| Admin fee / account holder | $2,174 | $5,930-63.3% | $4,994-56.5% | $10,827-79.9% |