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 | $30,383 | $131,829-77.0% | $108,579-72.0% | $273,961-88.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.48% | -91.57%+92.1pp | -51.70%+52.2pp | 41.45%-41.0pp |
| Employer contribution / active EE | $1,492 | $4,912-69.6% | $3,758-60.3% | $4,869-69.4% |
| Participant deferral / active EE | $3,841 | $5,127-25.1% | $4,311-10.9% | $5,287-27.4% |
| Admin fee / account holder | $11,510 | $10,252+12.3% | $7,645+50.6% | $10,132+13.6% |