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 | $13,075 | $103,949-87.4% | $69,182-81.1% | $273,961-95.2% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | -22.45% | 35.28%-57.7pp | -21.93%-0.5pp | 41.45%-63.9pp |
| Employer contribution / active EE | $626 | $1,783-64.9% | $1,206-48.1% | $4,869-87.1% |
| Participant deferral / active EE | $4,500 | $2,716+65.7% | $1,897+137.2% | $5,287-14.9% |
| Admin fee / account holder | $3,735 | $3,671+1.8% | $2,697+38.5% | $10,132-63.1% |