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 | $25,841 | $76,000-66.0% | $154,107-83.2% | $64,186-59.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -8.33% | 30.32%-38.6pp | 735.12%-743.4pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,125 | $3,351-36.6% | $5,298-59.9% | $2,381-10.8% |
| Participant deferral / active EE | $2,768 | $3,175-12.8% | $5,081-45.5% | $3,470-20.2% |
| Admin fee / account holder | $924 | $5,596-83.5% | $13,411-93.1% | $4,888-81.1% |