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 | $23,982 | $91,190-73.7% | $178,490-86.6% | $79,858-70.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | -1.10% | 24.19%-25.3pp | 151.07%-152.2pp | 31.71%-32.8pp |
| Employer contribution / active EE | $2,134 | $3,256-34.4% | $5,011-57.4% | $2,471-13.6% |
| Participant deferral / active EE | $3,250 | $3,236+0.4% | $5,202-37.5% | $3,740-13.1% |
| Admin fee / account holder | $1,283 | $6,751-81.0% | $13,984-90.8% | $5,306-75.8% |