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 | $33,848 | $83,337-59.4% | $67,834-50.1% | $273,961-87.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 1.88% | 259.45%-257.6pp | 138.47%-136.6pp | 41.45%-39.6pp |
| Employer contribution / active EE | $1,313 | $3,287-60.0% | $2,403-45.4% | $4,869-73.0% |
| Participant deferral / active EE | $3,092 | $4,088-24.4% | $3,160-2.2% | $5,287-41.5% |
| Admin fee / account holder | $3,140 | $6,752-53.5% | $4,622-32.1% | $10,132-69.0% |