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 | $25,200 | $87,540-71.2% | $75,781-66.7% | $125,391-79.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.89% | 13.48%-18.4pp | 9.68%-14.6pp | 282.22%-287.1pp |
| Employer contribution / active EE | $2,458 | $3,930-37.5% | $3,323-26.0% | $4,866-49.5% |
| Participant deferral / active EE | $5,849 | $4,229+38.3% | $3,651+60.2% | $5,352+9.3% |
| Admin fee / account holder | $625 | $6,502-90.4% | $5,299-88.2% | $9,540-93.4% |