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 | $37,184 | $92,222-59.7% | $76,768-51.6% | $135,375-72.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.62% | 5.46%-15.1pp | 2.43%-12.0pp | 519.73%-529.4pp |
| Employer contribution / active EE | $4,340 | $3,216+35.0% | $2,485+74.6% | $4,779-9.2% |
| Participant deferral / active EE | $6,690 | $4,509+48.4% | $3,852+73.7% | $5,609+19.3% |
| Admin fee / account holder | $18,834 | $10,748+75.2% | $6,675+182.2% | $10,827+73.9% |