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 | $43,096 | $77,813-44.6% | $123,544-65.1% | $64,186-32.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.80% | 12.48%-21.3pp | 119.20%-128.0pp | 7.63%-16.4pp |
| Employer contribution / active EE | $5,700 | $3,014+89.1% | $4,628+23.2% | $2,381+139.4% |
| Participant deferral / active EE | $5,080 | $5,240-3.0% | $6,426-20.9% | $3,470+46.4% |
| Admin fee / account holder | $692 | $5,519-87.5% | $9,284-92.5% | $4,888-85.8% |