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 | $21,356 | $76,552-72.1% | $123,892-82.8% | $62,891-66.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -6.12% | 18.68%-24.8pp | 47.52%-53.6pp | 20.14%-26.3pp |
| Employer contribution / active EE | $6,144 | $2,883+113.2% | $4,617+33.1% | $2,281+169.4% |
| Participant deferral / active EE | $6,308 | $4,840+30.3% | $5,984+5.4% | $3,203+96.9% |
| Admin fee / account holder | $6,550 | $4,826+35.7% | $8,357-21.6% | $4,296+52.5% |