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 | $45,791 | $90,503-49.4% | $78,689-41.8% | $273,961-83.3% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | -1.66% | 75.60%-77.3pp | 62.18%-63.8pp | 41.45%-43.1pp |
| Employer contribution / active EE | $7,847 | $3,176+147.1% | $2,851+175.3% | $4,869+61.2% |
| Participant deferral / active EE | $4,583 | $3,901+17.5% | $3,517+30.3% | $5,287-13.3% |
| Admin fee / account holder | $1,536 | $5,263-70.8% | $4,510-66.0% | $10,132-84.8% |