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 | $21,856 | $93,346-76.6% | $71,796-69.6% | $273,961-92.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -2.85% | 130.39%-133.2pp | 78.04%-80.9pp | 41.45%-44.3pp |
| Employer contribution / active EE | $1,358 | $2,733-50.3% | $1,924-29.4% | $4,869-72.1% |
| Participant deferral / active EE | $1,900 | $3,475-45.3% | $2,794-32.0% | $5,287-64.1% |
| Admin fee / account holder | $1,141 | $6,571-82.6% | $4,815-76.3% | $10,132-88.7% |