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 | $15,097 | $64,307-76.5% | $57,343-73.7% | $125,391-88.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -3.37% | 25.12%-28.5pp | 24.39%-27.8pp | 282.22%-285.6pp |
| Employer contribution / active EE | $512 | $3,193-84.0% | $2,689-81.0% | $4,866-89.5% |
| Participant deferral / active EE | $5,305 | $3,848+37.9% | $3,162+67.8% | $5,352-0.9% |
| Admin fee / account holder | $310 | $5,242-94.1% | $3,356-90.7% | $9,540-96.7% |